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 your transfer balance account has ever been: amounts moved into retirement phase, less commutations. Investment earnings don't count. ATO online services shows it.

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. Consider speaking to a licensed financial adviser before making a decision.

Assumptions