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Transition to Retirement Income application About this form To open an Equip Super Transition to Retirement Income account, you need to be aged between your preservation age (see table) and age 65

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How to fill out transition to retirement income

01

Contact your superannuation fund or financial advisor to discuss your eligibility for the transition to retirement income.

02

Determine the amount you wish to draw down from your superannuation account each year as income.

03

Complete the necessary paperwork provided by your superannuation fund to commence the transition to retirement income strategy.

04

Monitor your account balance and adjust your income as needed to ensure sustainability over the long term.

Who needs transition to retirement income?

01

Individuals who are aged between their preservation age and 65 years old.

02

Those who are still working but wish to reduce their working hours gradually.

03

People looking to boost their cash flow in the lead up to retirement.

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What is transition to retirement income?

Transition to retirement income is a strategy that allows individuals to access their superannuation benefits as a non-commutable income stream while they are still working and transitioning to retirement.

Who is required to file transition to retirement income?

Individuals who have reached their preservation age and are eligible to use this strategy are required to file transition to retirement income.

How to fill out transition to retirement income?

To fill out transition to retirement income, individuals need to provide information such as their preservation age, superannuation balance, estimated retirement income, and any other relevant details as required by their superannuation fund.

What is the purpose of transition to retirement income?

The purpose of transition to retirement income is to provide individuals with a gradual transition from full-time work to retirement by supplementing their income with their superannuation benefits.

What information must be reported on transition to retirement income?

Information that must be reported on transition to retirement income includes details of the income stream, payments received, any changes in circumstances, and compliance with superannuation and tax laws.

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