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Terosmsf(Enthusiast)Enthusiast
12 Sept 2022

Hi


Can a Market-linked pension (whether CDBIS or not) be rolled over to a new fund?


Thanks

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3 replies
354 views
3 replies

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Most helpful reply

CaroATO(Community Support)Community Support
14 Sept 2022

Hi @Terosmsf,


The updated guidance talks about transferring the balance cap debits. It doesn't include roll overs.


Have a look at the updated guidance on our website.

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Can a Market-linked pension (whether CDBIS or not) be rolled over to a new fund? | ATO Community