JULIE STEED | SENIOR TECHNICAL SERVICES MANAGER | AUSTRALIAN EXECUTOR TRUSTEES | 1 CPD HR

There are several areas of dealing with the transfer balance cap that remain widely misunderstood by clients and practitioners. With the general transfer balance cap having increased to $1.7 million from 1 July 2021 there is significant increased complexity arising from the indexation.

Through a series of case studies, in this session we will review:

· Transfer balance cap indexation

· Calculating the personal transfer balance cap

· Death benefits and the transfer balance cap