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  • Don't delay: action your transfer balance cap correspondence

    Due date for transfer balance cap correspondence issuing in October

    The response due date for individuals and funds, for excess transfer balance determinations and commutation authorities issuing in October, will be during the Christmas/New Year period.

    We encourage you to respond early to this correspondence to ensure your members avoid adverse consequences.

    If you or your members have any questions or concerns about a:

    • determination we've issued to your member they can go to ATO online to see all relevant events which make up their transfer balance account and that led us to issue the determination. If they need more time to respond to a determination they can call 13 10 20 to request an extension of time.
    • commutation authority we've sent you, you can contact us via email

    See also:

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      Last modified: 18 Oct 2019QC 60411