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Transfer Balance Cap Increased to $2 Million from 1 July 2025
From 1 July 2025, the general transfer balance cap (TBC) has increased from $1.9 million to $2 million.
Downsizer contribution measure eligibility has been extended.
The downsizer contribution concession was introduced to allow older Australians selling an eligible dwelling to make additional contributions into their superannuation fund.
Minimum Annual Payments for Super Income Streams.
The ATO reminds taxpayers that an SMSF must pay a minimum amount each year to a member who is receiving a pension that commenced on or after 20 September 2007 (e.g. account based pensions). If the minimum payment is not made by 30 June, this can result in adverse taxation consequences for the member.