Episode 136 | Issues in accessing and dealing with superannuation benefits
For many clients, superannuation can be a complex beast. And whilst everyone wants to have a simple and comfortable retirement, this is not always the case with super. This session will look at issues that arise around different condition of release for when clients are alive, requirements to maintain account based pensions, and differing options around death benefit planning from superannuation and death benefit nominations.
This session will be CPD accredited.
Access our new BT Panorama training courses, a practical and engaging way to help you get the most from the wide range of BT Panorama features. This training is delivered on our new interactive training portal that allows you to complete courses in a logical sequence and track your progress along the way.