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Act2Mobile Roadtrip

Hitting the Road Across

Regional QLD & NSW!

The Act2 team is heading your way this September to November 2025, visiting towns across regional Queensland and New South Wales.

We’re excited to connect face-to-face with the amazing accounting and SMSF community and we’d love you to come and join us!

This roadtrip is all about bringing our support and services to you, including:

✅ Insights and updates on Actuarial Certificates and compliance
✅ A live look at our Act2 Portal and its latest features
✅ Practical education and tax minimisation for SMSFs
2 Hours of CPD - Free for Clients (just $50 plus GST for non-clients)
✅ Plus, free Act2 Merchandise

Act2 Mobile Crew

Pension Planning for Income Tax, ECPI and CGT

Presentation by Andy O’Meagher of Act2 Solutions (September to November 2025)

Presentation Outline: 2 hours of accredited SMSF CPD [Auth Code PEACT250908]
• The basics of income-tax exemption and Actuarial Certificates.

• How failing to meet the pension minimum is far more severe than ever before.
• How the timing of Pension Commencements can improve SMSF tax outcomes.
• Segregation – what it is, how to use it, and when can it be used.
• Disregarded Small Fund Assets: how badly misunderstood & the impacts of this.
• Choice of ECPI Method – why it really does matter.
• Examples of when a Fund is entirely exempt and when it’s not (some surprises).
• How CGT is impacted by segregation.
• Preparation and planning that is necessary to maximise tax exemption.

Your Host Andy O’Meagher
Managing Director of Act2 Solutions

Click here to view Session Details

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Please note: Each venue has limited seating, and spots will be allocated on a first-come, first-served basis. To ensure you don’t miss out on your preferred location and time, we recommend registering as soon as possible.

Registrations will close once capacity is reached.

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Interested in Attending?
Please register your attendance so we can cater to correct numbers.

Want us to drop by? 👋

We will also be visiting the below locations. If you can't make it to training session, and would like a one on one, hit the contact us button below:

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Click here to view Locations & Dates

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Interested in one on one chat?
Get in touch with our team today!