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Recorded Webinars
Recorded Webinar: Monitoring the New SMSF Transfer Balance Account
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
PRESENTED BY
Michael Fox
Director, KMT
Date/Time
About the Webinar
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
Presented By
Michael Fox
Director, KMTWho Should Attend?
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.
Enquiries/Assistance
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: [email protected]