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  • Updated personal transfer balance cap now available online from 15 July 2021

    Members will be able to view their personal transfer balance cap from 15 July 2021 rather than 5 July 2021 as originally advised. The delay is due to system issues limiting our ability to deploy indexation for all individuals who currently have a transfer balance account. Members who are planning to start a new retirement phase in July 2021 are advised to take this into consideration when planning their affairs.

    Members starting their first retirement phase income stream on or after 1 July 2021 will still have a personal transfer balance cap of $1.7 million.

    You will still be able to report retirement phase event information to us during this period, however we will not be processing your reporting for your members during this period. This means we will not be able to issue or revoke excess transfer balance determinations we have sent to a member, or commutation authorities we have sent to funds. Please contact us through Super CRT if you have any concerns about commutation authorities you need to action with a due date in July 2021.

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      Last modified: 02 Jul 2021QC 66174