Transfer between super and pension

You can transfer in specie from to without any CGT consequences at the time of transfer.

We may not be able to complete your instructions to transfer between super and pension if there are any outstanding:

corporate actions - check with your adviser that there are no outstanding corporate actions on your account, and/or
transactions - check with your adviser that there are no outstanding transactions, including investment transactions, fees, pension payments and other automated transactions on your account.

Part A of the Avenue Retirement Service PDS

Part B print friendly version

The Cash Account PDS

Document Number TARSSP01.4
This information has been prepared by The Avenue Retirement Service ABN 98 094 986 562/AFSL 232 406 and does not take into account your objectives, financial situation or needs. Before acting on this information you should consider whether it is appropriate to your situation. We recommend you obtain financial, legal and taxation advice before making any financial investment decision. Please click here for the disclaimer