Definitive guide to the Transfer Balance Cap
The amount you can have in a super pension account (known as the transfer balance cap) just increased, but so did the complexity of the rules.
Case study: How does transfer balance cap indexation affect death benefits from your spouse?
How to deal with a partner’s death benefits has just become more complicated. We use a case study to show why.
Indexation of the Transfer Balance Cap
While applauding the indexation of superannuation caps for cost-of-living increases, Meg Heffron argues for more simplicity and less red tape.
How to take advantage of the increased Transfer Balance Cap (including calculator)
If you have already retired, or are close to it, from 1 July 2021 you may be able to boost the amount in your tax-free super pension account.
