- Presentations, Technical Resource
- Set up & management
National Conference 2024
Through a series of interactive case studies, this session will revisit the TSB and TBC and how they interact with each other, while identifying some of the key differences between the two. This session also will address strategies impacted by each of them, as well as unpacking their impact on advice surrounding death benefits.
The influence of an individual’s TSB and TBC on the “$3 million cap” will be intertwined through a number of case studies to uncover potential opportunities and problems under the post-2025 tax.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association