Powered by MOMENTUM MEDIA
subscribe to our newsletter

Complexities and opportunities arising from the TBC increase

Jemma Sanderson
Robyn Tongol
17 February 2021 — 1 minute read

SMSF specialist Jemma Sanderson delves into what impact the scheduled increase in the general transfer balance cap will have on pensions and contributions for SMSF clients. 

Jemma discusses with hosts Aaron Dunn and Miranda Brownlee some of the potential traps to be aware of where only part of the transfer balance cap has been used before 1 July this year and where clients have commuted pensions and started new ones.

She also explains some of the outcomes that may arise if the contribution caps also increase and how this will interact with different caps and thresholds. 

Advertisement
Advertisement

 

 

 

 

 

 

 

 

 

 

 

 

 

Complexities and opportunities arising from the TBC increase
jemma sanderson
smsfadviser logo
join the discussion

Latest poll

Do you have clients that are aged 65 or 66 planning to trigger the bring forward rules?

SUBSCRIBE TO THE
SMSF ADVISER BULLETIN

Get the latest news and opinions delivered to your inbox each morning

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.