Maximising opportunities under the Transfer Balance Cap
Optimize your clients’ transfer balance accounts for upcoming indexation.
Join our webinar to master superannuation changes and keep your clients ahead.
A Live Instructor Led Webinar
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.
Join us to ensure your clients are prepared for the upcoming changes, with clear strategies to maximize their retirement outcomes. This session will equip you with the knowledge and tools to confidently navigate the evolving superannuation landscape.
Register Me
AU $176 per person
Dates & Details
Wednesday, 29 January 2025
Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
SMSF Association accredited for 1.25 CPD Hours.
What we cover
This practical webinar covers:
- 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
What's included?
- 1 x 1.25 hour (est.) webinar
- 3 month access to webinar recording
- Webinar materials
Our presenter
Anthony Cullen
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.
Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.