2021
Indexation of the Transfer Balance CapExternal Link
The general transfer balance cap is being indexed on 1 July 2021. From then everyone will have their own personal transfer balance cap that they will need to look up in ATO online.
2019
Unclaimed money, lost member and inactive low-balance account reporting obligations webinar
14 August 2019
This document provides a copy of the Unclaimed money, lost member and inactive low-balance account reporting obligations webinar held August 2019 and answers to some common questions.
2018
Excess transfer balance determination
20 March 2018
We discussed the excess transfer balance (ETB) determination process and suggested what funds can do to support members who have exceeded their transfer balance cap.
2017
LISTO, PSCD and STO
June 2017
We discussed the personal super contributions deductions (PSCD) and spouse tax offset (STO) changes effective from 1 July 2017 and the eligibility and requirement details.