SMSF Adventures with SuperConcepts

Preparing Your SMSF for the Upcoming Changes to the TBC


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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.

 

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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.

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SMSF Adventures with SuperConceptsBy SuperConcepts