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Individual Podcasts
Monitoring the New SMSF Transfer Balance Account
The introduction of the transfer balance cap from 1 July 2017 has been buttressed by the application of the transfer balance account report from 1 July 2018. This session explores the monitoring and reporting obligations of SMSF trustees under the new transfer balance account rule
PRESENTED BY
Michael Fox
Director, KMT
Date/Time
About the Podcast
The introduction of the transfer balance cap from 1 July 2017 has been buttressed by the application of the transfer balance account report from 1 July 2018. This session explores the monitoring and reporting obligations of SMSF trustees under the new transfer balance account rules, including practical examples walking through how the rules will apply.
Featuring: Michael Fox, KMT Partners, Adelaide
[31.39 minutes] [0.52 CPD hours]
Presented By
Michael Fox
Director, KMTCPD Information
0.01 CPD Hours