Unravelling complex transfer balance cap and TSB cases


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Do you find it challenging to manage your clients’ transfer balance and total super balance caps effectively?

We understand that these topics can be complex and confusing, especially with the added layer of indexation, which can be difficult for clients to comprehend.

That’s why we’re excited to offer you an opportunity to enhance your understanding by joining our upcoming webinar led by Graeme Colley, one of Australia’s top SMSF experts.

During this session, you’ll gain the knowledge and tools necessary to confidently navigate these complex topics and overcome potential challenges, including understanding the impact of upcoming indexation changes that will take effect from 1 July.

We’ll cover the following:

  • Strategies for managing the superannuation balance caps
  • Death benefit management
  • The importance of contribution timing on the caps
  • Impact of indexation on the caps from 1 July

Recorded on Tuesday 30 May 2023
Presented by: Graeme Colley

TPB CPD Hours: 1 hour
Legislated CPD Hours: Technical competence: 1 hour