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How my retirement bonus affects my transfer balance cap

2026 | 3min watch

So you're ready to open a Retirement Income account with us and looking forward to your Retirement Bonus - the tax saving we give to eligible members when they open a Retirement Income account. Before you get going, it's important to understand how the Retirement Bonus counts toward what's known as your transfer balance cap. Watch this video to learn more.

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Retirement goals are different for everyone. Our retirement planning guide is a helpful place to start.

Our digital advice tools help you maximise your savings and plan your income in retirement, whether that’s 20 years away or you're already retired.[AD1]

If you want more information about your options or if you’re seeking specialist advice tailored to your situation, we’ve got a great team of specialists and qualified financial planners, excited to help you.

[AD1] Advice provided by Aware Financial Services Australia Limited (ABN 86 003 742 756, AFSL 238430), wholly owned by Aware Super.