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What is the Transfer Balance Cap and How Does it Work?

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Manage episode 456025712 series 1461805
Content provided by Paul Benson and Guidance Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Benson and Guidance Financial Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A few weeks back in the episode about the Superannuation Sweet Spot, I made reference to the transfer balance cap of $1.9 million. I've since had a few questions about how this operates, so this week I thought we'd dig into some extra detail on this particularly important piece of the superannuation rule book.

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381 episodes

Artwork
iconShare
 
Manage episode 456025712 series 1461805
Content provided by Paul Benson and Guidance Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Benson and Guidance Financial Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A few weeks back in the episode about the Superannuation Sweet Spot, I made reference to the transfer balance cap of $1.9 million. I've since had a few questions about how this operates, so this week I thought we'd dig into some extra detail on this particularly important piece of the superannuation rule book.

Subscribe to our weekly GainingCHOICE email

General Advice Disclaimer

  continue reading

381 episodes

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