- Presentations
- Accessing your super
National Conference 2025
While many of the conditions of release that allow fund members to access their super have remained unchanged for years, several areas continue to cause confusion. In this session, review some of the more complex conditions of release, including dealing with disability and terminal illness benefits, and explore strategic options to avoid pitfalls and maximise client outcomes. Attendees gained a clear understanding of the documentation requirements needed to prove that a condition of release has been met. Through practical case studies and real-world examples, Julie will also look at common compliance issues, such as illegal early access, and provide strategies for managing these challenges.
By watching this session, you will:
- Gain the ability to address complex questions regarding conditions of release, including disability and terminal illness benefits.
- Understand the available strategies for managing conditions of release to optimise client outcomes and avoid common pitfalls.
- Learn the documentation requirements necessary to substantiate that a condition of release has been met, ensuring compliance.
- Review real cases of illegal early access, identifying red flags and preventing potential compliance breaches.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association