Implications of the TBC indexation 1 July 2021 | Accurium

This webinar will take a dive into the implications of the increase in the general transfer balance cap on 1 July 2021. We will cover how to calculate a member’s personal transfer balance cap in light of the indexation, implications for retirees who have already started a pension, and for those who have not. Further, we will outline the impact on other superannuation caps and thresholds linked to the general transfer balance cap, and the strategic implications for starting pensions over the coming year.  

Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.