A few weeks back in the episode about the <a class="Hyperlink SCXW134421697 BCX0" href= "https://guidancefs.com.au/the-superannuation-sweet-spot-making-the-most-of-superannuation-tax-concessions/" target="_blank" rel="noreferrer noopener">Superannuation Sweet Spot</a>, 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. <a href="https://www.getdrip.com/forms/41864157/submissions/new" target="_blank" rel="noopener">Subscribe to our weekly GainingCHOICE email</a> <a href= "https://financialautonomy.com.au/general-advice-disclaimer/?__s=xxxxxxx" target="_blank" rel="noopener">General Advice Disclaimer</a>

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

A few weeks back in the episode about the <a href="https://guidancefs.com.au/the-superannuation-sweet-spot-making-the-most-of-superannuation-tax-concessions/" rel="noopener noreferrer">Superannuation Sweet Spot</a>, 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. <a href="https://www.getdrip.com/forms/41864157/submissions/new" rel="noopener noreferrer">Subscribe to our weekly GainingCHOICE email</a> <a href="https://financialautonomy.com.au/general-advice-disclaimer/?__s=xxxxxxx" rel="noopener noreferrer">General Advice Disclaimer</a>

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

Plenty of books, podcasts and blogs focus on building wealth – and that's great, as far as it goes. But focusing just on wealth misses the point. 

I believe what most of us actually want is to have choice.

Choice in how much time we give to income-producing activities.
Choice about what those income-producing activities are.
Choice about where we live.
Choice about when we retire.
Choice about the ways we use our money to produce happiness.

In the Financial Autonomy podcast, I explore the different ways you can gain choice - from investing in stocks to becoming self-employed, starting a side hustle, or buying an investment property. I share learnings I've gained working with clients for over 20 years as a Certified Financial Planner, and interview others with interesting insights or experiences in gaining choice in life.

Business

Education

Self-Improvement

Investing

Plenty of books, podcasts and blogs focus on building wealth – and that's great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the different ways you can gain choice - from investing in stocks to becoming self-employed, starting a side hustle, or buying an investment property. I share learnings I've gained working with clients for over 20 years as a Certified Financial Planner, and interview others with interesting insights or experiences in gaining choice in life.

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

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

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