Retirement planning

You’ve spent your working life building your superannuation in preparation for retirement. Now what?

Once you have met a condition of release, you can withdraw your superannuation as a lump sum or commence a superannuation pension.

The tax implications can vary dramatically, so planning your retirement income strategy effectively is critical. Following on from this, did you know that you may be able to access superannuation early (between the ages of 60 to 65)?

Ask us about effective Transition to Retirement strategies that can be used to reduce working hours leading up to retirement, or boost super savings in a tax effective way.

Starting your retirement plan early is key to ensuring you have enough to live the lifestyle you want during retirement. We can help you to put together retirement strategies appropriate for your situation.

Learn more about retirement income Transition to retirement