Online Intensive – What is retirement?

The core purpose of superannuation is providing a benefit in retirement – but what does retirement really mean?

The word is defined in the superannuation legislation but the practicalities of when your clients have retired vary enormously.

This online training will explore the practical circumstances of what it means to be retired in order for your client to access their superannuation benefits without breaching the super rules.

Details

Knowledge Area:
Contributions, Taxation
CPD Points:
1.5

Speakers:

Peter Hogan SSA

Peter Hogan is the SMSF Association’s Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Adviser and former Chair and National Board member of the Association.