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Maximising opportunities under the Transfer Balance Cap

29 Jan 2025 2:00PM – 3:15PM AEDT
Transfer balance cap

$160.00 +GST

Audience

This training is recommended for: 

  • All practitioners working with SMSFs
Audience

Learning outcomes

On completion, participants will be able to:

  • 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
Learning outcomes

Relevancy

This event will be presented live 29/01/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows: 

  • Technical competence: 0.60 CPD hours
  • Tax (financial) advice: 0.65 CPD hours
CPD hours

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.

Registration includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter
  • 1.25 accredited CPD hours from the SMSF Association
  • Recording and materials available to access for 3 months after the event
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Presented by

Anthony Cullen
Senior SMSF Educator
Accurium
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Terms and 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 Accurium’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, Accurium 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. Accurium 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 Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.
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