ATO - Obtaining Transfer Balance Cap information

How to obtain your Transfer Balance Cap information from the ATO

STEP 1: Logging into myGov and accessing the ATO portal

Log into myGov and go to Australia Tax Office (ATO) portal. 

TROUBLESHOOTING:
If you have not set up a MyGov account yet, please visit this link that explains how to.

 

STEP 2: Click on SUPER then > INFORMATION then TRANSFER BALANCE CAP

1. Expand the information.

 

2. Download the Transfer Balance Cap information

Snip & save the information.

OR, 

Select Print-friendly version and save PDF.

 

 

3. Download the Transfer Balance account transaction information

Snip & save the information.

OR, 

Select Print-friendly version and save PDF.

 

IF YOU ARE A MEMBER OF A COUPLE, REMEMBER TO DO THIS FOR EACH PERSON.

 

STEP 3: Send MO50 the information

Once you have obtained the information above, email to us. 

 

Thank you.