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JOIN OUR 1-HOUR LIVE WEBINAR

Avoid Costly SMSF Pension Traps in 2025

19 November 2025 | 9AM-10AM AEST

 

How can you help your clients maximize their pension?

Failing to comply with self-managed super fund (SMSF) rules can cost Australians up to thousands of dollars.

To navigate the complexities of pensions and taxes, they often lean on their accountants for strategic advice. Join Lyn Formica, Head of Education and Content, Heffron, and Mareta Akari, Country Manager – Australia and New Zealand, TOA Global to learn how you can help your clients remain compliant under Australian Taxation Office (ATO) regulations and best manage their pensions.

You’ll walk away with clear, actionable strategies to help your clients build a secure and financially free future.

Key Takeaways

pension 1

Understand how non-compliant SMSF pensions are taxed

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Evaluate common pension strategies to assess whether they will withstand ATO scrutiny

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Recognise potential traps in pension documentation

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Implement practical solutions to common pension problems

Lyn Formica

Lyn Formica

Head of Education and Content, Heffron

Lyn Formica is the Head of Education & Content with Heffron, a company committed to raising standards within the SMSF industry. Lyn’s passion is helping individuals and their advisers navigate their way through the complexity of Australia’s retirement income system through education.

She regularly speaks on superannuation and SMSFs for accounting and finance professionals and other industry bodies around Australia. With over 30 years’ experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SMSF Specialist Advisor of the SMSF Association.

mareta akari toa

Mareta Akari

Country Manager – Australia and New Zealand, TOA Global

Mareta champions client-centricity as TOA Global’s Country Manager for ANZ regions. With a proven track record as Vice President of Customer, she leverages her impeccable people skills and inspiring leadership to build lasting partnerships and foster thriving cultures.

Prior to joining TOA Global in 2022, Mareta’s global experience included leading large-scale transformation programs across diverse industries.

Real-time answers to your pension questions

Join us live with your webcam on for an interactive session.

Get instant answers to your Australian pension, SMSF, and tax questions.

Joining this webinar will earn you CPD Credits. Don’t miss it!