Pensions Galore – A Collective Exploration of SMSF Strategies

  • Presentations, Technical Resource
  • Income streams

National Conference 2025

This comprehensive workshop will explore complex aspects of managing pensions and retirement strategies within SMSFs. Attendees will learn how to transition smoothly from the accumulation to pension phase while ensuring compliance and maximising retirement benefits. The session will cover essential topics such as account-based pensions, minimum drawdown requirements, reversionary pensions, and tax management in retirement plus much more.
 
The workshop will also take a holistic approach by considering various life stages of pensions, addressing common areas of concern from both the members’ and beneficiaries’ perspectives, as well as internal SMSF processes and procedures. Through case studies, participants will gain practical insights into optimising pension structures and tailoring retirement strategies to meet diverse needs. This workshop will provide the tools and strategies needed to navigate the complexities of retirement planning in today’s constantly changing environment.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. 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 bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association