Online Workshop – Have your client’s retired?

Join Mary Simmons in this workshop as she presents important information that you need to be aware of about navigating your clients retirement.

OVERVIEW

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.

LEARNING OUTCOMES:

At the end of this session participants should be able to:

• Understand the relationship between the key three elements of the definition of ‘retirement’
• Examine when its possible to still work yet to technically satisfy the definition of ‘retirement’
• Consider how the concept of retirement interacts with the preservation and contribution rules

Details

Knowledge Area:
Benefit Payments, Contributions, Taxation
CPD Points:
2.5

Speakers:

Mary Simmons

With over 20 years experience in the superannuation industry, focusing primarily on SMSFs, Mary has an in-depth, expert knowledge of the industry. With diverse roles spreading across large accounting firms, large and boutique financial service providers as well as Government, Mary offers an all-round understanding of the SMSF industry. Mary has a multifaceted perspective of the SMSF industry, including that of government, a professional advisor and trustee/member.

Mary has authored and presented many pieces of work over the years and has a proven ability to convey complex, technical matters into clear concepts with practical application.