Superannuation Pensions and Death Benefits - 7 program DVD series

7 part DVD series available from March 2014  
As the population ages, superannuation and retirement planning continues to grow in importance. With it grows the need for sophisticated taxation and financial advice to super fund members and particularly those with SMSFs and those who are in pension phase. Good tax planning can make retirement more comfortable and fund estate planning more effective.
 
This seven-part DVD series assumes a basic knowledge of pensions and death benefits and explains some of the important planning initiatives you can suggest when advising your clients.
 
The series will consider all the important issues, including: 
  1. Managing the pension life cycle for maximum effect
  2. Pension and reversionary pension design
  3. Transition to retirement pensions
  4. Managing legacy pensions
  5. Pension planning for disabled fund members and their children
  6. Superannuation death benefits taxation and planning
  7. Getting the binding death benefit nomination right 
All of the programs will feature Mark Wilkinson of Wilkinson Superannuation. Mark is recognised as one of Australia’s leading self managed super fund experts.
 
This program is SPAA accredited – see the brochure for full details.
Product Code: V504
 Price:  $1,540.00 (Inclusive of GST)