Managing incapacity

Date/time: Wednesday 31 July 2024 12:00PM-01:15PM AEST

$179.55 +GST

Join us for an insightful webinar on navigating the complexities of temporary and permanent incapacity within the superannuation framework. The session will cover:

Temporary incapacity

  • What is required to meet the temporary incapacity condition of release?
  • How to deal with insurance proceeds paid into an SMSF
  • What are the tax outcomes at the fund and member level?
  • Does the member have to access insurance proceeds?

 

Permanent incapacity

  • Understanding Medical requirements for taxation and meeting a condition of release
  • How are proceeds dealt with when paid into a super fund?
  • Exploring the options available to access funds
  • How can we minimise tax?
  • Considering other available income and Centrelink issues

 

Registration to this event includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter
  • Recording and materials available to access for 3 months after the event 
  • SMSF Association accredited CPD certificate for 1.25 hours
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Presented by

Jason Hurst
Technical Superannuation Adviser
Knowledge Shop

This webinar is presented by our partners at Knowledge Shop.

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Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.