Transition to retirement (TRIS) - new pension | pack
Price: $220 SUPERCentral deed $330 non-SUPERCentral deed
This fixed price service includes legal review and tailoring and all of the documents required to commence a transition to retirement pension.
A Transition to Retirement (TTR) pension allows Australians who have reached preservation age to access a portion of their superannuation while still working. This strategy enables individuals to reduce their working hours without compromising their income, as the pension stream can supplement reduced wages.
TTR pensions can also offer tax benefits by allowing workers to continue contributing to their super while receiving a pension. This approach may work well alongside a pension refresh strategy to optimise contributions before retirement. Additionally, retirees considering simplifying their super accounts can explore pension consolidation as part of their long-term retirement strategy.
This comprehensive pension pack includes legal review, precedent tailoring as required and all of the documents needed to commence a transition to retirement pension:
- Letter of advice
- Account pension application form
- Written resolutions
- Pension agreement
- Pension PDS
Please note: This online order form provides a complete set of documents for one member only. To place an order for a different member, please submit a new set of instructions.
For assistance please call the SUPERCentral Help Desk on 02 8296 6266 or make an enquiry.