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Limestone Financial Planning

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Transition to Retirement Strategies

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No matter how many hours you work, if you are over preservation age, you can access your super as a transition to retirement (TTR) pension, even if you are still working full time. In some ways you get  the best of both worlds. A TTR pension could be used to help ease you into retirement or increase your super account without reducing your current income.

There are 3 main ways to use a ‘Transition To Retirement’ (TTR) pension.

retirement_Types_of_TTR_strategies

What are Transition to Retirement Strategies? 
The transition to retirement (TTR) condition of release was introduced in July 2005 and was designed to allow people who have reached preservation age and are still working to access their superannuation in the form of a non-commutable account based income stream known as a transition to retirement income stream.

Who can benefit from these strategies?

A transition to retirement strategy may be suitable if you:
• are aged over the super preservation age
• want to supplement your income, or
• would like to boost your super savings and pay less tax

How does it work?
A TTR strategy involves substituting your earned income with an income stream from a TTR pension.

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Transition to Retirement
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General Advice Disclaimer

Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

Mitastone Pty Ltd ABN 89 154 320 528, Corporate Authorised Representative No. 416405 & Salija Pty Ltd ABN 34 155 261 528, Corporate Authorised Representative No. 424093, T/A Limestone Financial Planning, are Corporate Authorised Representatives of Hunter Green Pty Ltd, AFSL No. 225962, Level 5, 320 Adelaide Street, Brisbane Qld 4000

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