Since the introduction of the transfer balance cap we have seen the general cap be indexed on two occasions with an expectation that it will again be indexed to $2m from 1 July 2025. When the general cap indexes it creates opportunities linked to both contribution and pension strategies, but past activities can lead to complexities and potential errors that are best avoided.
In this webinar, Tim Miller from Smarter SMSF will explore the impact of indexation on an individual’s personal transfer balance cap when they are in the retirement phase and also how it can impact various contribution strategies such as the bring-forward contribution strategy. He will also explore how the transfer balance cap interacts with other indexation considerations as the traps of ill-informed strategies.
Learning Outcomes
At the end of this webinar, participants will have, amongst other things, an appreciation for:
Presenter: Tim Miller
Cost: Free
Date: Tuesday 18th March
Time:12:30pm – 1:30pm AEST
Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.
Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.
AFSL 485643
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