The impact of indexation on your SMSF clients

2026/27 marks just the second time since 1 July 2017 that both the contribution caps and the general transfer balance cap will index in the same year. Whilst indexation provides individuals with greater contribution and pension opportunities it can also create some headaches if you don’t get things right.

In this webinar, Tim Miller from Smarter SMSF will run through what the latest CPI and AWOTE numbers mean for our various superannuation caps and thresholds and highlight tips and traps to ensure clients are fully informed before making any strategic decisions. In addition, this session will provide another opportunity to understand how an individual’s personal transfer balance cap is impacted as a result of the general transfer balance cap going up for the second straight year.

Learning outcomes

At the end of this session, attendees will have an appreciation for:
– Which caps and thresholds are being indexed and by how much.
– How indexation of both the non-concessional and transfer balance cap impacts the bring-forward rules.
– The 2026/27 caps that we won’t know about until closer to the new year.

Presenter: Tim Miller

Cost: Free

Date: Thursday 12th March

Time: 12:30pm – 1:30pm AEDT

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Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.