Carry-forward concessional contributions: years unused cap amounts stay available

Name: Carry-forward concessional contributions: years unused cap amounts stay available
Creator: retirementwealth.com.au

5years

Applies from 1 July 2018
Source: ATO
Last verified 11 October 2026

Value: 5 years
Unit: Years
Applies from: 1 July 2018
Reset cycle: Set by legislation. It changes only when the law changes.
Official source: ATO: Contributions caps
Last verified: 11 October 2026, against the official source.

About this figure

The ATO says unused concessional cap amounts are available for this many years at most and then expire. The ATO gives the carry-forward rule from 1 July 2018.

Change history

No earlier value has been recorded for this figure.

This figure as JSON

{
  "id": "carry_forward_years",
  "value": 5,
  "unit": "years",
  "effective_from": "2018-07-01",
  "effective_from_basis": "value",
  "resets": "legislated",
  "source": {
    "publisher": "ATO",
    "title": "Contributions caps"
  },
  "verification": {
    "status": "verified_primary",
    "checked_on": "2026-10-11"
  }
}

Also in /api/figures.json. Full record: /api/v2/figures/carry_forward_years.json