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  • Helping clients who have exceeded their Transfer balance cap - April 2018

    This webinar provides information for tax professionals on how to help clients who have exceeded or may exceed the $1.6 million Transfer balance cap. These individuals may exceed their cap because of:

    • an account-based pension resulting in an Excess transfer balance determination, and
    • a capped defined benefit income stream and will need to be ready for the Tax Time 2018 changes.



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      Last modified: 22 May 2018QC 55568