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Creating and protecting wealth using self managed pension presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 09 Nov 11 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • when does the pension exemption actually commence and when does it stop?
  • what is required to automatically revert a pension to a reversionary beneficiary?
  • is it better to make a binding death benefit nomination rather than a reversionary beneficiary nomination?
  • linking a person's pension planning with their estate planning especially when they have an SMSF
  • what is the different asset protection qualities of a lump sum versus a pension?
  • practical impact of TR 2011/D3 for advisers and strategies they should be on top of.

Author profile

Bryce Figot CTA
Bryce Figot is also recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation since 2001 and holds a Master of Laws from the University of Melbourne. Bryce is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Bryce regularly presents for the major professional bodies including the SMSF Association, CPA Australia, The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network. Bryce is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. Bryce wrote the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death, published by CCH Wolters Kluwer. Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. He is a Senior Fellow at the University of Melbourne’s Law School, where he is the subject coordinator of Taxation of Superannuation. Bryce is a Specialist SMSF Advisor™ as well as being a Chartered Tax Adviser. - June 2025 - Current at 30 June 2025
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Individual sessions

Creating and protecting wealth using self managed pensions

Author(s):  Bryce FIGOT

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