Transition to retirement - members aged 55-59

If you are exploring your retirement options, this seminar will provide you with an alternative to leaving your job.

Transition to Retirement is a government initiative that enables you to take some of your super in the form of a non-commutable income stream (a pension that you cannot cash in) without having to retire or finish work.

This seminar also explores an alternate application where you can remain in full-time employment, commence a Transition to Retirement pension and salary sacrifice the excess income back into super.

For members aged 55 to 59 this seminar focuses on the impact that these approaches may have on your retirement planning, retirement lifestyle, and final benefit.  It explores the process involved with these strategies, including any relevant rules and regulations.

• Why transition to retirement
• The conditions
• Taxation of pensions
• The semi-retiree
• The wealth accumulator