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SMSF Association | In Practice Webinars
In Practice Webinar Series - 18 March 2025
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In Practice Webinar Series - 18 March 2025

In Practice Webinar Series

In Practice Webinar Series

12:00 pm

18 March 2025

Webinar

Session Description

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Moderators

Session Program

It’s always tease, tease, tease… and in December 2024, the Government stopped teasing and dropped a five-year amnesty for legacy pensions with no warning, no consultation, and plenty of questions. For some SMSF clients, this is a golden ticket to finally exit outdated income streams. For others, navigating the transfer balance account and Centrelink impacts could lead to costly surprises if they don’t fully understand the rules. This is a once-in-a-lifetime opportunity—but only if you get it right. Join us as we break down this complex reform, highlight key planning strategies, and show you how to deliver outstanding outcomes for older clients who may have felt trapped in legacy pensions for years.