Transfer Balance Cap Calculator

The Transfer Balance Cap Calculator is a straight forward tool to track the remaining transfer balance caps of retirement phase income stream accounts*. 

It considers pension commencement dates, withdrawals, rollovers, capped defined benefit pensions and used caps.  It also provides an estimate of future caps to help with forward planning.  

These insights provide guidance to help avoid excess transfer balance cap impacts.   

NOTE: This calculator considers the Australian Tax & Investment Rules and may not be an appropriate tool for use outside of Australia.

Purchase will generate an instant file to download and contains a link to our instructional video.

The outputs are easy to read, professionally designed and quick to use.

* Retirement phase income streams include: Transition to retirement pensions in retirement phase, account based pensions, capped defined benefit income stream, deferred superannuation income stream, annuities with residual capital value and commutable, death benefit income streams (incl reversionary).