NC 2018 Recording – Concurrent Session 1A – Start me up – commencing a pension the right way

View this recording from the SMSF Association National Conference 2018 session presented by Neal Dallas, Principal, McInnes Wilson Lawyers and Chris Humphrey, Principal, Chris Humphrey Private Wealth Management
With around half of SMSFs set up in pension phase, starting a pension must be easy, right? At least it should be!

The reality is that there are many moving parts that SMSF trustees and members must consider and address when commencing a pension.

This webinar was released on 7/3/2018 and the information contained within the presentation was correct as at this time. To ensure the accuracy of this presentation, it will only be available for purchase for 12 months from the date of recording. After this time, it will be removed from our website and from your purchase history.
This session will look at the matters that need to be addressed, including:
• Trust deed requirements and limitations
• The form of the pension documentation
• Death benefit pensions
• Valuation issues, especially post-super reform
• AFSL licensing requirements
• Re-commencing – starting and stopping, or varying a pension

As a result of viewing the session recording, you should be able to:

• Identify the roles and responsibilities of each party involved in establishing a pension.
• Understand the range of issues to be considered when advising clients on pension commencements; and
• Develop a comprehensive approach for implementing a pension strategy.

Details

Knowledge Area:
Benefit Payments, SMSF Administration
CPD Points:
1

Speakers:

Neal Dallas SSA

Neal has substantial experience in advising clients in the estate planning, superannuation, asset protection and tax industry. With 22 years in superannuation and tax advising, and 24 years in estate planning, he is the best person on hand to help clients preserve what they have worked hard to create; to deliver the best structuring outcomes so that they can retain as much of their hard earned wealth during their lifetime, and pass it on at the right time to those who they ultimately wish to succeed them.

Neal brings a wealth of knowledge to the Private Client sector, specialising in assisting other professionals with their clients’ complex issues. He is known for his ability to develop innovative solutions for clients and delivering exceptional service.

Chris Humphrey SSA

Chris Humphrey is the Principal of Chris Humphrey Private Wealth Management. Along with wealth management, Chris Humphrey Private Wealth Management services provide SMSF administration, deceased estate administration and taxation advice inclusive of tax returns for CHPWM’s non-business entities.

Chris is an SMSF Specialist Advisor™, a CPA, a CPA financial planner and is a SMSFA Queensland State Chapter committee member.