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Are you looking to better understand and navigate the recent changes to legacy pensions to better support your clients?

The Australian Government's recent changes to legacy pensions have profound implications for your clients’ retirement income strategies and tax planning. Join our SMSF experts, Emma Partenza and Jason Roccasalvo, as they break down the latest legislative updates and provide practical insights into how these changes will impact your clients.

What you will learn in this webinar

• How the legacy pension changes are reshaping retirement income planning.

• Key legislative updates on legacy pensions and what they mean for your clients.

• The tax implications of transitioning clients out of legacy pension products.

• How to guide clients through the transition from market-linked and lifetime pensions to more flexible options.

• Practical strategies to optimise tax-efficient pension planning in light of the new rules.

• Key considerations for SMSF trustees and how to manage the impact on their super funds.

• The financial and social security impacts of exiting legacy pensions and transitioning to modern retirement products.

Who should attend

• Accountants working with SMSF clients.

• Financial advisers looking to stay ahead of the latest changes.

• Professionals seeking to enhance their understanding of superannuation reforms.

Don’t miss this opportunity to ensure your clients are well-positioned to take advantage of these significant changes.