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SMSF Transfer Balance Cap: Reporting & 2026 Indexation

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With 2026 indexation around the corner, you can’t afford to be caught out by TBC reporting mistakes

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CPI set to decide if the general transfer balance cap will index to $2.1 million from 1 July 2026, it’s never been more important to get reporting right.

A Live Instructor Led Webinar

Don’t risk costly errors, get the latest clarity on TBC reporting before indexation takes effect  

Eight and a half years since the transfer balance cap regime’s introduction, questions and confusion around transfer balance account event reporting for SMSFs remain common, along with costly reporting mistakes that persist uncorrected. With the release of the December 2025 quarter National All Ordinaries CPI set to decide if the general transfer balance cap will index to $2.1 million from 1 July 2026, it’s never been more important to get reporting right. 

 This session will confirm whether the general cap will be indexed for the 2026–27 year and clearly lay out what this means for individuals with current transfer balance accounts, as well as those yet to commence their first retirement phase pension. We’ll unpick the distinction between the general and personal transfer balance caps and show how the two interact. 

 We will also examine what happens if a member exceeds their cap, how the ATO issues excess transfer balance determinations, who receives these notices, and the actions that must follow to rectify breaches 

 With 2026 indexation around the corner, you can’t afford to be caught out by TBC reporting mistakes. Join this webinar to get the clarity and confidence you need. 

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AU $160 ex GST per person

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AU $480 ex GST (up to 10)
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Total 1.25 CPD Hours

Date & Details

Recorded: 4 February 2026

 

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

On completion, participants will be able to: 

  • Understand if and when the general transfer balance cap will index to $2.1 million from 1 July 2026.
  • Distinguish between the general transfer balance cap and personal caps.
  • Know what TBA events must be reported by 30 June 2026 to ensure compliance and correct indexation.
  • Identify and avoid common TBA reporting mistakes.
  • Understand the ATO’s process for excess transfer balance notices and the required follow-up actions. 

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to webinar recording
  • Webinar materials

Our presenter

Technical Superannuation Adviser, Knowledge Shop

Jason Hurst

Jason HurstJason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Advice Association Australia (FAAA) as a subject matter expert for the CFP 5 program and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle, is a SMSF Specialist Advisor, and holds the Certified Financial Planner (CFP) designation.

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.

The General Terms and Conditions can be accessed here.