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Recorded Webinars

Recorded Webinar: Managing the Total Super Balance

TSB is a relatively new concept to add to the super jargon practitioners need to be on top of. Whilst the definition is simple enough, the implications of its use are not so. The session explores the use of the TSB and its interaction with various superannuation strategies, inclu
PRESENTED BY Peter Crump Senior Consultant, Private Wealth - BDO , Adelaide

Date/Time

About the Webinar

TSB is a relatively new concept to add to the super jargon practitioners need to be on top of. Whilst the definition is simple enough, the implications of its use are not so. The session explores the use of the TSB and its interaction with various superannuation strategies, including:

  • The interaction between the TSB and the general transfer balance cap
  • How the TSB can affect superannuation strategies, including:
    • bring forward non-concessional contributions
    • carry forward of unused concessional contributions
  • Withdrawal strategies to manage the TSB
  • Why the sequence of contributions can be so important
  • Strategies for timing of contributions with caps and limits, including:
  • the super capital gains tax election amounts, and
  • the small business CGT concessions
  • What are the implications of exceeding the TSB cap?
  • Case studies

Presented By

Peter Crump
Senior Consultant, Private Wealth, BDO Adelaide, SA

Peter is a recognised expert in self-managed superannuation funds, having provided advice and support in this sector for well over 20 years. He has significant experience in providing advice to high net worth individuals and family groups, especially dealing with multiple generations.

A firm believer in providing advice that is relevant at a personal level, Peter takes every opportunity to help his clients learn more about their financial arrangements. As an actuary he also provides expert advice to lawyers on Family Law and superannuation issues.

Peter’s commitment to the SMSF sector has included an extended term as a non-executive director of the SMSF Association, including the position of Chairman from 2014 to 2016. In 2014 Peter co-authored (together with Paul Clitheroe) “Control your own super fund”, published by Penguin.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD/Training hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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