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Recorded Webinars

Recorded Webinar: The Transfer Balance Cap in Super: Moving Beyond the Theory

The transfer balance cap (TBC) was introduced a number of years ago to limit the amount that can be transferred into a member’s retirement phase to support a super income stream. Whilst simple enough in theory, the concept can have intricacies that advisers should be aware of to e
PRESENTED BY Steven Jell Special Counsel - Cooper Grace Ward Lawyers , Brisbane

Date/Time

About the Webinar

The transfer balance cap (TBC) was introduced a number of years ago to limit the amount that can be transferred into a member’s retirement phase to support a super income stream. Whilst simple enough in theory, the concept can have intricacies that advisers should be aware of to ensure maximum benefits are derived from its application. This session delves into the finer details of the TBC, including:

  • The distinction between the TBC and the total superannuation balance
  • Calculating a member’s TBC
  • How the indexed increases in the general TBC can impact on a personal TBC
  • What are the implications of exceeding your personal TBC?
  • The effect on the TBC when commuting a pension either back to accumulation phase or paying as a lump sum
  • How a member’s transfer balance account can be affected by:
    • receiving a transition to retirement income stream
    • receiving a reversionary pension
    • a failure to make minimum pension payments
    • relationship breakdowns involving superannuation
  • Strategies to effectively manage the TBC

Presented By

Steven Jell
Special Counsel, Cooper Grace Ward Lawyers Brisbane, QLD

As a special counsel in Cooper Grace Ward’s commercial team, Steven provides clients with estate planning, self-managed superannuation, asset protection, structuring and succession planning advice as well as broader transaction-based commercial legal services.

Steven is passionate about using his experience to take a proactive approach to the implementation of various strategies and structures aimed at the intergenerational transfer of wealth and the mitigation of litigation risks. Steven provides practical, commercially viable solutions to his clients to meet their needs.

Steven is an accredited specialist superannuation adviser with the SMSF Association and regularly presents for education providers.

Before joining the team at Cooper Grace Ward in 2018, Steven practised in Melbourne delivering sophisticated estate planning and commercial solutions to high-net-worth, high-profile and business clients.

In 2021, Steven was highlighted as a rising star by Doyle’s Guide in the Wills, Estates and Succession Planning Law practice areas.

Who 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.

CPD Information

Accountants can claim up to 1 CPD/Training hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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]

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