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Pension Strategies and what you have to do before the year ends

 


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Number 11 of 2010
 JUNE  2010

 
 
Deeds Created in 20 Minutes 24/7
EMAILED INSTANTLY
 
 
Thank you for your patronage to our website - Invitation to attend our seminar :- 
 
 **** ONLY 11 SEATS LEFT ****
 
Commencing a Pension from Self Managed Super Fund is Complex - Learn Pension Strategies and what you have to do before the year ends  
 
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We present a great opportunity for advisors to learn interesting SMSF Strategies that can be structured to maximize retirement benefits of their clients.
 
This 1 � hour information packed seminar will include practical examples and must not be missed by advisors who have clients  considering moving to pension phase or are already in pension phase. The seminar will be followed by an informal lunch.
 
    
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TOPICS
  • What are the complex issues which must be considered before an Account Based Pension can be commenced in a SMSF;
  • When & How to convert accumulation account to pension phase;
  • Step by Step process - what happens to un-realized capital gain on assets when a member moves to pension phase;
  • What are the Pension conditions as per SIS Act and Regulations which need to be complied;
  • What are the various components of pension amount;
  • How to calculate purchase price of pension if superannuation interest contains Pre 1983 component;
  • How does Transition to retirement pension (aka TRIP) works and how to tweak the correct amount of salary sacrifice amount for the client;
  • Need for Actuarial Certificates whilst member is on TRIP;
  • Reversionary Pensions Vs Anti-detriment payments;
  • How to report pension accounts in financial statements and how does proportionate rule works;
  • How to document account based pensions in case of ATO audit in your claim for deduction against current exempt pension income;
  • What must clients do, before they turn 65 years including lump sum payments and re-contribution strategies;
  • Segregated and non-segregated asset strategies;
  • What happens in case of death of the pensioner;
  • Common questions and answers arising when moving to pension phase;
  • Audit Issues of pension funds.
 
 
 
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When
16th June 2010 Wednesday
11.30 AM Registration for 11.45 AM Start
 
Venue
Connaught Place
69 Wigram Street Harris Park
 
Cost
FREE for the first attendee.
 
$110 Including GST for each attendee after the first.
Each attendee will be given full comprehensive notes including worked out examples + a credit note for any SMSF product worth $110.
 
 
How to book: online booking
Visit www.trustdeed.com.au/seminar and book online by using the promotional code : TRUSTDEEDDOTCOMDOTAU
or Phone 02 9684 4199
 
 
 
  
 
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Speaker
 

Manoj Abichandani

SMSF Specialist Advisor (SSA)

SMSF Specialist Auditor (SSAud)

 

Manoj has worked in SMSF industry for the past 19 years as a tax agent, accountant and Auditor. Currently he audits Self managed super funds and consults as SMSF Specialist Advisor to other accountants. He has helped over 5000 trustees to set up their own funds and currently audits more than 400 funds each year for various accounting firms which puts him in the top 54 SMSF Auditors (as per ATO) in Australia.

 

He develops Pension strategies and advises trustees & practicing accountants on complex SMSF matters
 
 
IMAGE
 
 
 



Manoj Abichandani SSA SSAud
SMSF Specialist Advisor
SMSF Specialist Auditor
Team Leader
Superannuation Technical Division
www.trustdeed.com.au

SMSF Specialist Advisor

 
 
 




5 Year SMSF Unlimited Updates for only $165  



 


EMAILED INSTANTLY!
 
 

www.trustdeed.com.au provides online service for creating, storing & managing legal documents for Companies and Trust deeds for SMSF, Family, Unit & Hybrid Trusts, click here for more information.

New / Update SMSF Trust Deeds cost only $110 and can be created in 20 minutes, Trust Deeds are emailed instantly! 
 
 
 

FIRST TRUST DEED  FREE

if you are an advisor, financial planner, accountant or a solicitor, we can offer you to create one trust deed on our system for free. This offer is valid provided you purchase 10 or more new SMSF deeds or update 10 SMSF trust deeds for your clients. To claim your first free trust deed, first  register on our website www.trustdeed.com.au and phone our office on 02 9638 2807 for a promotional code.
 
If want to communicate with your clients, advising them the need & advantages to update their trust deed, click here to download a pro-forma letter to your clients.
 
Register Now                                                                        
 
remeber you can create a SMSF trust deed at any time 24 / 7
www.trustdeed.com.au
goes on live help
Live Help
 
 
 
 
 

If you are an advisor and use our website for your clients SMSF SMSF Specialist AdvisorTrust Deed. You now have access to SMSF Specialist Advisor who will answer all your technical questions online for you. Simply click the button above and start chat.

New or update your existing SMSF Trust Deed for $110 You can keep the trust deed up to date for the next five years for only $165.

Our SMSF trust deed has been prepared with input from accountants who have over two decades of experience in setting up structures for their clients and have combined knowledge of auditing and lodging tax returns for more then 2000 SMSF's, their practical experience is an invaluable contribution.

For further questions on our trust deed, ring 02 9684 4199 or email [email protected]

Our Website has complete Document manager for all future downloads

We are the only online SMSF Trust Deed providers where you can purchase a Trust Deed 24/7 for $110

It takes only Less then 20 minutes to register and build a SMSF Deed.



Phone 02 9684 4199  or visit www.trustdeed.com.au
This email is sent by:

Sales Team
www.trustdeed.com.au
Deed Dot Com Dot Au Pty Ltd

P 02 9684 4199 F 02 9838 3060
Unit 4, 287 Victoria Road, Quantum Corporate Park NSW 2116
PO Box 1010 Dundas NSW 2117
In This Issue
Pensions Seminar
Live Online Help
Additions to our website


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12th March 2009
 
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