Product Launch: Transfer Balance Cap calculator


16 Mar 2021

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Calculate your clients' transfer balance cap with our free online wizard. Now available in our online portal.


On July 1st the 'transfer balance cap' increases from $1.6m to $1.7m for the first time since 2017. But not everyone gets the same increase.

The Heffron Transfer Balance Cap calculator allows you to enter the transactions that have already happened (or are going to happen) up until June 30th 2021 and calculates the client’s personal transfer balance cap at July 1st 2021, allowing for their individual indexation entitlement. 

We give you useful reminders and warnings about the individual events that influence a client’s cap – helping you and your staff input the information required. You can also save and print a summary of the data and calculations for your file.

This great little wizard gives you the ability to work out each of your clients' individual transfer balance cap amounts now, when you're planning ahead, rather than waiting until the information you need is available from the ATO. 

It’s quick, easy to use and FREE.

Sign up for FREE access here
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