Revisiting Transition to Retirement

Understanding the new issues and opportunities post super reforms | taught by Aaron Dunn
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Aaron Dunn
Aaron Dunn
CEO & Co-Founder

About the instructor

When it comes to self-managed super, professionals, industry and Regulators look to Aaron about the latest insights, strategies, trends, issues and opportunities in the sector. It is with this insight that Aaron has been sort out to participate in Government & Regulatory reviews, including the Super System Review (Cooper Review) and the ‘Reinventing the ATO’ program.

Aaron is a CPA and SMSF Specialist, is the CEO & Co-Founder of The SMSF Academy.

Aaron is a former nationally ranked high jumper, having achieved a personal best of 2.14m. He is married to wife Natalie, with three young children - twins, Ella & Thomas and Benjamin.

When Aaron is not talking about superannuation, you will find him talking about sport, especially AFL football.

About this training

From 1 July 2017, the landscape for paying Transition to Retirement Income Streams has changed. A loss of earnings tax exemption is but just one of the key issues that needs to be contemplated in paying this type of pension.

In this webinar, Aaron Dunn revisits the key issues and strategies using Transition to Retirement Income Streams, including:

  • the requirements of a member satisfying a condition of release with a nil cashing restriction;
  • the concept of a TRIS in retirement phase and whether a TRIS converts to an Account Based Pension; and
  • the implications for reversionary beneficiaries when a TRIS member dies, whether in retirement phase or not.

Q&A podcast

You will also have access to the follow-up Q&A podcast where Aaron answers questions from attendees of the training.

CPD points

CPD points will be awarded for the SMSF Association and FPA Australia, in addition to the training hours counting towards any professional hours required for the major accounting bodies.

Course Contents

1 Quiz
1 Text
1 PDF
1.0 hr

Course Curriculum

2017-10: Revisiting Transition to Retirement