Go-to Guide – $1.6 million Transfer Balance Cap

We have compiled a Transfer Balance Cap Go-To Guide to help you navigate the recent changes made by the Government regarding the $1.6 million transfer balance cap. Key advice issues regarding the transfer balance cap have been highlighted, including case studies to help illustrate these issues and possible solutions. A checklist will assist you in structuring your discussions with your clients. Finally, a white label document, focused specifically on the transfer balance cap, can assist you in communicating with your clients and how these changes might affect them.

ATTN: SMSF Association members receive complimentary Go-to Guides, if you're a current member you can download it here

Date: 23 Jan 2017 - 31 Dec 2019
Knowledge Area: Contributions, Managing Investment


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Price for Non-Members