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Legislation | Pensions |Tax

Changes announced in the May 2021 federal budget for legacy pensions will potentially have profoundly positive impact on clients receiving these pensions but also flow-on effects on the treatment of pension reserves, creating uncertain and complex tax issues.

In this session, you will:

  • Deep-dive into the announcements for legacy pensions as you discover the new opportunities and risks
  • Develop strategies to educate clients in the changes and provide guidance to restructuring their affairs

1 CPD hour Technical Competence

Meg Heffron
Director, Heffron SMSF Solutions

Q & A Session with Meg Heffron, post session:

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