Maximising opportunities under the Transfer Balance Cap
This webinar will equip you with practical tools to navigate superannuation changes, maximise opportunities, and ensure your clients stay ahead. Don’t miss it!
Discover the key impacts of the expected upcoming indexation and learn strategies to optimise your clients’ transfer balance account.
With the next indexation of the general transfer balance cap anticipated on 1 July 2025, now is the perfect time to evaluate its implications and uncover planning opportunities for your clients.
Research has shown that many individuals are not actively taking steps to manage their transfer balance account once they have started a pension. We will look at strategies to show why there shouldn’t be a set and forget approach to your client’s transfer balance account, and the benefits of considering how benefit payments are classified.
We will also look at the interaction between the general transfer balance cap and other thresholds, such as the bring forward non-concessional contributions provisions and how indexation will impact these thresholds.
No discussions on this topic would be complete without also reviewing total super balance and how it is calculated. We will get back to basics on what you need to remember about the total super balance and its interaction with the transfer balance cap.
Join us to ensure your clients are prepared for the upcoming changes, with clear strategies to maximise their retirement outcomes. This session will equip you with the knowledge and tools to confidently navigate the evolving superannuation landscape.
Date & Details
Wednesday, 29 January 2025
Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
What we cover
- Calculate a client’s indexation to their personal transfer balance cap
- Understand the implications of an increase in the general transfer balance cap on other thresholds such as the bring forward provisions
- Identify strategies to reduce the balance of an individual’s transfer balance account
- Calculate a client’s total super balance
Anthony Cullen
Senior SMSF Educator, Accurium
Anthony is a new member of the Accurium education team and comes to us with nearly 25 years of experience in the accounting and SMSF industry.
He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business.
Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.
Webinar
Maximising opportunities under the Transfer Balance Cap
29 January 2025 - 29 January 2025
Webinar
$176