TRANSFER BALANCE CAP OR TRANSFER BALANCE CAP UNBALANCED! OR PENSIONS OR PENSION PERPLEX IONS

To BeThere are several areas of dealing with the transfer balance cap that remain widely misunderstood by clients and practitioners. With the cap set to increase to $1.7 million from 1 July 2021 there will be significant increased complexity arising from the indexation.

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

• Transfer balance cap indexation
• Recent changes to calculating commutation values for defined benefits
• Dealing with death benefits
• Interaction with the total super balance Advised