TBC 2 – Managing the TBC and death benefits


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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