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  • Transfer balance cap

    The transfer balance cap applies from 1 July 2017. It is a limit on the total amount of superannuation that can be transferred into the retirement phase. All your account balances will be included when working out this amount. It does not matter how many accounts you hold these balances in.

    You can continue to make multiple transfers into the retirement phase as long as you remain below the cap.

    Special rules apply for defined benefit income streams.

    See also:

    General transfer balance cap

    Table 25: General transfer balance cap

    Year

    General Transfer Balance Cap

    2018-2019

    $1,600,000

    2017-2018

    $1,600,000

    Defined benefit income cap

    Table 26: Defined benefit income cap

    Year

    Defined benefit income cap

    2018-2019

    $100,000

    2017-2018

    $100,000

    Last modified: 20 Jun 2018QC 18123