Join SMSF Association Head of Membership & Corporate Development, Neil Sparks and guest speaker for the In Practice Webinar Series.

In Practice is a monthly session of peer-to-peer learning, by Advisers for Advisers.

This month’s topic: Should I stay, or should I go, what’s the clash?
Julie Steed
Senior Technical Services Manager, MLC TechConnect

Synopsis
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For some SMSF clients, this is a golden ticket to finally exit outdated income streams.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.

Don’t let your clients be left wondering if they should stay or go. Register now and be ahead of the game!

Time is reflected as AEDT.