Dealing with and planning for the payment of Death Benefit payout
With the introduction of the Transfer Balance Cap in 2017 this has added a large degree of additional complexity with managing pensions as well as dealing with the payout of clients death benefits.
Join Chris Schoeman, Manager Private Groups as he discusses some of these issues and some practical strategies to manage them.
The session will cover the following:
- Transfer Balance Account Reporting (TBAR) Events and their timing;
- Consequences of failing to ensure a members pension balance remains below the Transfer Balance Cap;
- Tax consequences to consider on the death of a member including how to calculate death benefit payout;
- Benefits of and administering Reversionary pensions.
Presenter: Chris Schoeman – Manager Private Groups
Cost: $135 per attendee (GST inclusive)
When: Friday 12th February 2021 at 9 am (Registration from 8.50 am)
Duration: 60 Minutes
Where: Face-to-Face – MKT Offices, Level 11, 216 St Georges Terrace Perth; or Via ZOOM Webinar
Can’t attend but need to?
Buy our recorded Webinar covering the entire presentation together with the notes & slides directly from our website. (Please note, the webinar will be available online within 2 working days of the session.)
**This session will qualify for 1 hours Structured CPD/CPE for CPA, CAANZ, IPA, TPB and Tax Institute members**
Please RSVP by no later than Friday, 5 February 2021 by clicking below button or contact Kim Ly on 08 9481 8448.