How to enter existing Transfer Balance Cap information

Pathfinder is regularly updated to include government increases and assumed indexation to the general transfer balance cap.

If an individual has ever started an account-based pension or defined benefit income stream, you will need to provide information regarding their transfer balance and transfer balance cap.

Instructions

  1. Go to the 
    Personal Details sub-step (under Current Situation step (top menu))
  2. Select the desired Individual, and scroll down to the ‘Super transfer balance information’ section
  3. Enter values for ‘Transfer balance’, ‘Individual transfer balance cap $’, and ‘Individual transfer balance cap % used’

Note that you do not need to fill this in if the individual has not started a pension, or has only started a TRIS.

Related Pages

Superannuation (a.k.a Super)

Individual