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.
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| Date | Topic |
|---|---|
| 29 Jan 2025 | Episode 118 - Margin Lending : Watch now |
| 12 Feb 2025 | Episode 119 - To be, or not to be? With ethics, it's never a question : Watch now |
| 26 Feb 2025 | Episode 120 - I've got another concession to make : Watch now |
| 12 Mar 2025 | Episode 121 - Investing outside of superannuation : Watch now |
| 26 Mar 2025 | Episode 122 - 2025 Federal Budget : Watch now |
| Date | Topic |
|---|---|
| 2 Jul 2025 | Episode 129 – SMSF investments and 13.22C unit trusts : Watch now |
| 16 Jul 2025 | Episode 130 - Support at Home program : Watch now |
| 30 Jul 2025 | Episode 131 - Small Business CGT - Tax efficiency meets super advice: Watch now |
| 13 Aug 2025 | Episode 132 - Ethics : Watch now |
| 27 Aug 2025 | Episode 133 - Social Security : Watch now |
| 10 Sep 2025 | Episode 134 - Deem-ystify grandfathered ABPs : Register now |
| 24 Sep 2025 | Episode 135 - Regulatory update : Coming soon |
| Date | Topic |
|---|---|
| 08 Oct 2025 | Episode 136 - Superannuation : Coming soon |
| 22 Oct 2025 | Episode 137 - TBA : Coming soon |
| 05 Nov 2025 | Episode 138 - Ethics : Coming soon |
| 19 Nov 2025 | Episode 139 - FAQs and most interesting tech hotline questions : Coming soon |
| 03 Dec 2025 | Episode 140 - Westpac economics update : Coming soon |
| 17 Dec 2025 | Episode 141 - Regulatory update : Coming soon |