Self-managed financial planning

Transfer Balance Cap

The transfer balance cap limits how much super you can move into a tax-free retirement-phase pension. If you didn't use all of yours, indexation lifts your personal cap. See where you stand.

Your retirement-phase account

The highest amount ever in your retirement-phase account.

General cap indexation over time

$0 your personal transfer balance cap

How it's worked out

General info

This is general information only and does not take into account your personal circumstances. Consult one of our licensed and experienced advisers before making a decision.

Assumptions