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  • Transfer balance cap – death benefit income streams

    This information is for people who:

    • are receiving a death benefit income stream
    • may be receiving a death benefit income stream and are looking to transfer super to the retirement phase
    • are or will be a child recipient of a death benefit income stream
    • are assisting/advising child recipients of a death benefit income stream.

    From 1 July 2017, there is a $1.6 million cap on the total amount that can be transferred and held in the tax-free retirement phase. This is known as the 'transfer balance cap'. Special rules apply to death benefit income streams.

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      Last modified: 17 Jan 2018QC 54352