Webinar On Demand - SMSF Strategies for Transitioning to Retirement

1 CPD Point – Substantive Law

Australia has an aging population. According to the Australian Bureau of Statistics, a combination of factors, including longer life expectancy, has resulted in a greater proportion of Australians approaching retirement age. This makes the consideration of retirement strategies all the more critical.

In this webinar, SMSF Strategies for Transitioning to Retirement, Meg Heffron looks at the different strategies SMSF trustees can consider as their members move toward transitioning to retirement.

The webinar will cover:

• Are Transition to Retirement Pensions the forgotten heroes of SMSFs?
• How to make the most out of moving into pension phase.
• Special considerations in structuring pensions.

This webinar is designed for professional advisers, accountants, and lawyers, as well as SMSF trustees.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD point, Competency Area 4 – Substantive Law. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only uploaded to the Legal Practice Board after the Webinar On Demand is viewed. This is not an interactive activity.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD points for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenter: Meg Heffron
Managing Director, Heffron

Meg Heffron has been working exclusively in SMSFs since 1998. She is one of the few actuaries to work in all areas of SMSF practice. Her passion is turning technical knowledge about SMSFs into practical solutions that accountants and advisers can use to help their clients and grow their businesses. She is a regular contributor to the Australian Financial Review, Firstlinks and SMSF trade publications and a trusted source in the development and implementation of superannuation policy via government and regulators.