General transfer balance cap: indexation increment

$100,000

Applies from 1 July 2017
Source: ATO
Last verified 11 October 2026

Value: $100,000
Unit: Australian dollars
Applies from: 1 July 2017
Reset cycle: Set by legislation. It changes only when the law changes.
Official source: ATO: Calculating your personal transfer balance cap
Last verified: 11 October 2026, against the official source.

About this figure

The general transfer balance cap is indexed in line with the consumer price index, in increments of this amount. A person's own cap rises by a share of each increase, worked out from the highest balance their transfer balance account has had. A person whose highest balance has equalled or exceeded their cap is not eligible for indexation. The ATO says the transfer balance cap applies from 1 July 2017.

Change history

No earlier value has been recorded for this figure.

This figure as JSON

{
  "id": "transfer_balance_cap_indexation_step",
  "value": 100000,
  "unit": "AUD",
  "effective_from": "2017-07-01",
  "effective_from_basis": "value",
  "resets": "legislated",
  "source": {
    "publisher": "ATO",
    "title": "Calculating your personal transfer balance cap"
  },
  "verification": {
    "status": "verified_primary",
    "checked_on": "2026-10-11"
  }
}

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