Transfer Balance Cap calculator

Calculate your client's personal transfer balance cap with our FREE online wizard

Our new TBC calculator is accessible from within the Heffron portal.

All you need to do is create a username and password to sign in.

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.

Accessing the Transfer Balance Cap calculator is easy

Step 1

Create a username and password for free access to the Heffron portal.

Step 2

Select 'Get Started' under the Transfer Balance Cap calculator wording.

Step 3

You can now use the FREE TBC calculator as often as you like.

Our expertise at your fingertips.
Sign up for our FREE Transfer Balance Cap calculator today.

You can trust Heffron, the experts in SMSFs.