Recorded Webinar: Monitoring the New SMSF Transfer Balance Account


7th August 2018

Duration:  approx. 1.5 hours

The transfer balance account tracks transactions and amounts in pension phase. Monitoring it ensures you do not exceed the transfer balance cap. This session looks at the key issues, including:

  • Understanding how the transfer balance cap operates and its inclusions
  • How is your defined benefit counted?
  • How the transfer balance cap works – credits and debits to your account
  • Effect of pension commutations
  • What can reduce your transfer balance account
  • What happens if you exceed the cap?
  • Application of transfer balance account report from first of July 2018
  • ATO guidance on the transfer balance cap
Our presenter

Michael Fox, Director, KMT Partners, Adelaide

Michael Fox is a co-founder and Partner of KMT Partners. With experience across taxation, finance, business strategy and family business, he targets emerging businesses and family enterprises to support renewal, value building and transition to the next generation.

For over 30 years, Michael has focused on the success of his clients, designing wealth strategies for personal and business growth. Collaborating with owners and family members, he draws on his involvement in Family Business Australia and STEP to counsel in navigating confronting situations. In addition, Michael has developed a reputation for mentoring businesses to commercialise new opportunities, imparting advice in their business model, strategy and management to guide their success. He has assembled a suite of business evaluation tool kits to facilitate this, reporting on financial and non-financial performance indicators.

Michael spent 20 years as a tax specialist in mid-tier accounting firms, dealing with clientele across manufacturing, retail, agriculture, wineries and professional services. He has mentored both KMT clients and entrepreneurs, through honorary roles with the ECIC (Entrepreneurship, Commercialisation and Innovation Centre), SAYES and Enterprise Workshop.


This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:
Product Code: WBEAUG18
 Price:  $253.00 (Inclusive of GST)
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