Indexation considerations and preparation


Information for advice professionals only.

For our next BT Academy Episode (69) Michael Tran, BT Technical Consultant, will be presenting "Indexation considerations and preparation" on Wednesday 15 February 2023.

The general transfer balance cap is earmarked to index from 1 July 2023 to $1.9 million after the Australian Bureau of Statistics published inflation numbers on the 25th of January. While Government may yet legislate to amend this or even freeze the cap, this presentation analyses various considerations advisers can think about for their clients in anticipation of the change. This includes a review of:

  • Which thresholds may and may not be indexed
  • How to determine a client’s personal transfer balance cap after the indexation
  • Commencing retirement phase pensions before or waiting after the change
  • Making contributions now or waiting after the change

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.