Presentation

Tuesday, 22February 2010

Parramatta RSL, Macquarie Street Parramatta. Hunter Room

TIME     7.00 pm

FEES  $20 per meeting: $75 per annum

CPE       Is available for the time attended

 How to build Super in Transition to Retirement Pension Phase

Accumulating Super balance can be a daunting task when contributions caps are reduced and the member is drawing a pension whilst being on Transition to Retirement pension. This presentation unfolds the mystery and is for an advisor who has clients approaching 55 years.      

About 26% of the members of all SMSF's would be moving to pension phase in the next 3 - 5 years. This means that an advisor needs to put strategies in place now, so that members are able to maximise benefits in retirement and for the estate. This presentation details planning steps, which must be put into place for a member before converting the fund to pension phase. 

Manoj Abichandani

Tax Agent SMSF Specialist Advisor (SSA) SMSF Specialist Auditor (SSAud)

Manoj is a seasoned speaker at various professional discussion groups. He has worked in SMSF industry for the past 21 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 3000 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 SMSF strategies and advises trustees & practicing accountants on complex SMSF matters. He has helped more than 500 members of SMSF to move to pension phase and is probably the most experienced advisor in this field.

Parramatta Discussion Group
 The Parramatta Discussion Group meet on the Fourth Tuesday  of every month to discuss topics of interest. All NIA members are welcome to attend. New members are more than welcome