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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.

Your next steps

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.