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2026/27 marks just the second time since 1 July 2017 that both the contribution caps and the general transfer balance cap will index in the same year. Whilst indexation provides individuals with greater contribution and pension opportunities it can also create some headaches if you don’t get things right.
With confirmation that both the concessional, non-concessional and general transfer balance cap are all being indexed from 1 July 2026 and in light of the likely introduction of Division 296, now is a good time to start reviewing your client’s contribution strategies.
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