Recorded Webinar: Reversionary Pensions: Keeping the Funds in Superannuation

29th March 2021
Duration:  approx. 1 hour


As the superannuation rules tighten, reversionary pensions have become more prevalent and their effective use is in the spotlight. This session explores the effective use of reversionary pensions and considers:

  • Comparison between a reversionary and non-reversionary pension
    • Are minimum pension payments required?
    • How does the pension affect the transfer balance account?
    • Does the pension tax exemption continue to apply?
  • Getting reversionary pensions right:
    • Are the pension terms consistent with the trust deed?
    • Are there restrictions on how the reversionary recipient can deal with the pension?
    • Ways to manage the transfer balance cap - creating part-reversionary pensions?
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar: Reversionary Pensions: Keeping the Funds in Superannuation Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, Super Concepts, Sydney

Graeme Colley is the Executive Manager, Technical and High Wealth at Super Concepts where is responsible for its private client program, technical support and education programs.  As a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector.

Graeme has been involved in many of the changes that have taken place to the government’s superannuation policy during his career. This has included formulating and developing legislation as well as providing high level technical advice. Prior to Super Concepts, Graeme’s previous responsibilities have included Head of Technical and Professional Standards at the SMSF Association and National Technical Manager for OnePath Australia.  At OnePath he was involved in providing technical advice on superannuation, social security and aged care to its adviser network.  His previous responsibilities have involved the co-ordination of superannuation litigation within the ATO.


This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Accountants can claim up to 1 CPD/Training hour.  FASEA – category “Technical Competence” – 1 hour.   This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

© Television Education Network Pty Ltd 2021

Product Code: WBZMAR21
 Price:  $264.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.