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This release is a special episode of the SMSF Adviser Show. Senior SMSF technical specialist Anthony Cullen was interviewed by co-hosts Miranda Brownlee and Aaron Dunn to discuss the $200,000 increase in the general Transfer Balance Cap (TBC) and how it may apply to SMSF trustees and professionals. Anthony highlights factors to weigh up in delaying pension, the potential for future tax savings, and explains how the increase works in relation to death benefits.
LINKS
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CREDITS
The original podcast was released on SMSF Adviser Show
Host: Miranda Brownlee, Deputy editor of SMSF Adviser
Co-host: Aaron Dunn, CEO & Co-Founder at Smarter SMSF
Guest: Anthony Cullen, Senior SMSF Technical Specialist at SuperConcepts
Original podcast: https://bit.ly/3yYFVB0
The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.
See privacy information https://bit.ly/3E5H7Uf.
By SuperConceptsThis release is a special episode of the SMSF Adviser Show. Senior SMSF technical specialist Anthony Cullen was interviewed by co-hosts Miranda Brownlee and Aaron Dunn to discuss the $200,000 increase in the general Transfer Balance Cap (TBC) and how it may apply to SMSF trustees and professionals. Anthony highlights factors to weigh up in delaying pension, the potential for future tax savings, and explains how the increase works in relation to death benefits.
LINKS
Want to learn more about SMSFs?
Continue your SMSF journey with our FREE insights email program.
This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bite-size bits.
Subscribe here: https://bit.ly/3MknEE4
CONNECT
Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE
Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].
CREDITS
The original podcast was released on SMSF Adviser Show
Host: Miranda Brownlee, Deputy editor of SMSF Adviser
Co-host: Aaron Dunn, CEO & Co-Founder at Smarter SMSF
Guest: Anthony Cullen, Senior SMSF Technical Specialist at SuperConcepts
Original podcast: https://bit.ly/3yYFVB0
The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.
See privacy information https://bit.ly/3E5H7Uf.