TechHub

Transfer balance account calculator


This calculator will determine an individual’s personal Transfer Balance Cap (TBC) as at a certain date, along with the general TBC, current Transfer Balance Account (TBA) balance and remaining amount available in their personal TBC, allowing for any indexation which may have occurred.


Related articles

15 Jun 2022

Your 2021-22 year end SMSF checklist

With the end of this 2021-22 financial year on our doorstep, SMSF trustees and members should take stock of what needs to be done before we move into the 2022-23 income year. Here’s a 10 step checklist to assist with identifying what will need your attention before 30 June 2022.

24 May 2022

Contributions calculator

This calculator will determine a member’s total available concessional and non-concessional caps for a particular income year, taking into account contributions from prior years, the member’s age and total superannuation balance.

23 Mar 2022

Frequency of transfer balance account reporting

With the introduction of the transfer balance cap (TBC) regime from 1 July 2017, nearly five years ago (doesn’t time fly!), SMSFs are required to report certain transfer balance account (TBA) events that occur in relation to a member’s retirement phase pension. An APRA regulated fund is required to report a reportable TBA event as…