Starting a Transition To Retirement Pension

/Starting a Transition To Retirement Pension
Starting a Transition To Retirement Pension2018-11-07T06:44:56+00:00

Starting a Transition To Retirement Pension

With the large number of baby boomers having SMSFs one of the first chances of accessing their superannuation is as a transition to retirement pension when they turn 55. Although there is a lot of documentation required when one of these pensions is started, the benefits for the super fund and the member outweigh this extra work.


Preparing an Investment Strategy and Purchasing Investments

Lump Sum Payments