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.
- Go to the Personal Details sub-step (under Current Situation step (top menu))
- Select the desired Individual, and scroll down to the ‘Super transfer balance information’ section
- 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.