The LightYear Docs account based pensions enable: - comprehensive estate planning - reversionary pensions for grandchildren - a special purpose SMSF testamentary trust for adult child reversions with adult tax rates for minors - transfers on death to a superannuation proceeds trust in an estate. In this session you will be able to learn how to take an existing pension (lightYear or otherwise) and add a reversionary pension to it with comprehensive estate planning options added to it. It does not depend on the current deed or pension documentation. We will look at a simple case study and provide two "how tos" to complete the process.
This session will have one hour CPE for tax agents and for FASEA/ASIC it is 0.5 client care and 0.5 technical