IFPA shieldINSTITUTE OF
FINANCIAL
PROFESSIONALS
AUSTRALIA
TBC 2 - Managing the TBC and death benefits - IFPA
Seminars, Webinars & Discussion Groups

TBC 2 - Managing the TBC and death benefits

$145.20 Incl. GST

Available

SKU: 12732 · Category: Seminars, Webinars & Discussion Groups

The transfer balance cap (TBC) has little or no impact on most individuals with average pension balances, but close attention is needed for anyone with a substantial balance, or when an individual becomes entitled to a death benefit income stream, otherwise they risk exceeding their TBC limit. In this webinar, we discuss how the TBC applies to death benefit income streams and cover how individuals can maximise the amount in retirement phase upon death of their spouse using several worked examples. Recorded on Thursday, 11 November 2021. Presented by Natasha Panagis 1 CPD Hour

Membership options

Affiliate Standard - Monthly Membership

$24.92 every month Incl. GST

Available

View product

TAIPAL Fellow - Monthly Membership

$83.17 every month Incl. GST

Available

View product

Practice - Monthly Membership

Professional resources to support your practice.

$80.50 every month Incl. GST

Available

View product

Compare all memberships

Related products

2024 Ethics Series Part 1: Introductions to ethics – foundation principles - IFPASeminars, Webinars & Discussion Groups

2024 Ethics Series Part 1: Introductions to ethics – foundation principles

$145.20 Incl. GST

Available

View product
2024 Ethics Series Part 2: Biases and ethics – awareness and mitigation - IFPASeminars, Webinars & Discussion Groups

2024 Ethics Series Part 2: Biases and ethics – awareness and mitigation

$145.20 Incl. GST

Available

View product
2024 Ethics Series Part 3: Code of ethics and professional standards (webinar recording) - IFPASeminars, Webinars & Discussion Groups

2024 Ethics Series Part 3: Code of ethics and professional standards (webinar recording)

$145.20 Incl. GST

Available

View product