Super contribution caps

Australian super contribution caps for 2026–27

Every concessional, non-concessional, bring-forward, downsizer and Transfer Balance Cap figure that applies to Australian super funds — including SMSFs — in the 2026–27 financial year.

Updated 22 August 2026 — easySMSF Specialist Team.

The 2026–27 numbers at a glance

Cap2026–27 amountNotes
Concessional contribution cap$32,500Up from $30,000 in 2025–26. Indexed to AWOTE in $2,500 steps.
Carry-forward concessionalUp to $32,500 + unused cap from 5 prior yearsAvailable only if your TSB at 30 June 2026 was under $500,000.
Non-concessional contribution cap$130,000Capped at $0 if your 30 June 2026 TSB was $2.1m+.
Bring-forward non-concessionalUp to $390,000 over 3 yearsFull three-year cap if TSB under $1.84m; $260,000 over two years for $1.84m–$1.97m; $130,000 only for $1.97m–$2.1m.
Downsizer contribution$300,000 per personAge 55+, qualifying main residence held 10+ years. Outside the normal caps.
General Transfer Balance Cap$2,100,000Up from $2.0m in 2025–26. Lifetime cap on amounts moved into retirement-phase pensions.
Super Guarantee rate12%Final scheduled SG increase, in effect from 1 July 2025. Paid each payday from 1 July 2026 under Payday Super.
Division 296 threshold$3,000,000Law from 1 July 2026 (first assessments after 30 June 2027): extra 30% tax on realised earnings above $3m TSB, extra 40% above $10m.

What's changed since 2025–26

  • Concessional cap rises to $32,500, up from $30,000 — AWOTE growth triggered the next $2,500 step.
  • Non-concessional cap rises to $130,000 (always 4× the concessional cap).
  • Transfer Balance Cap rises to $2.1m, up from $2.0m in 2025–26.
  • Payday Super starts 1 July 2026 — SG must be paid on or near each payday, not quarterly.
  • Division 296 is now law — an extra 30% tax on realised earnings attributable to TSB above $3m (40% above $10m), effective 1 July 2026 with first assessments after 30 June 2027.

Looking ahead

Concessional cap indexation is gated to AWOTE in $2,500 steps, and the Transfer Balance Cap indexes in $100,000 steps to CPI. We will republish this page with the final ATO figures for 2027–28 as soon as they are gazetted.

SMSF-specific implications

The caps above apply equally to SMSFs and APRA-regulated funds — the rules are member-based, not fund-based. But SMSF trustees should be aware of three things specific to running your own fund:

  • Each member's contribution cap is tracked across all super interests they hold — your SMSF accountant needs the contribution history from every other fund the member has paid into in the year.
  • Reserves and contribution-splitting strategies (a common SMSF tool) can shift contributions across cap years and between spouses — but the ATO closely scrutinises 'cap-stacking' arrangements.
  • Excess contributions trigger Trustee Resolution and Excess Concessional/Non-Concessional Determinations — the SMSF Annual Return must accurately reflect every contribution and rollover, by member.

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Frequently asked questions

Sources: ATO — Contribution caps, Transfer Balance Cap, Indexation; Treasury — Better Targeted Superannuation Concessions papers; Income Tax Assessment Act 1997. Related: Division 296 explained · Carry-forward concessional · Downsizer rules · Tax & contributions FAQ.

General information only. Not personal financial advice. easySMSF does not hold an AFSL.