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KEEPING YOU UPDATED ABOUT YOUR SUPERSEPTEMBER 2020Contribution rules changed from 1 July for Transition to Retirement pension members New rules relating to members in or nearing retirement came into
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How to fill out transition to retirement

01
Determine your preservation age, as this will determine when you can access your superannuation.
02
Decide on your desired retirement goals and financial needs.
03
Consult with a financial advisor to create a transition to retirement strategy that suits your individual circumstances.
04
Consider reducing your working hours or salary to transition into retirement while still maintaining a steady income.
05
Review and adjust your investment portfolio to ensure it aligns with your transition to retirement plan.
06
Regularly monitor and adjust your transition to retirement strategy as necessary to meet changing financial goals or circumstances.

Who needs transition to retirement?

01
Individuals who are looking to gradually transition from full-time work to retirement.
02
Those who want to access superannuation benefits while still working.
03
People who are approaching preservation age and want to maximize their retirement savings.
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Transition to retirement is a strategy that allows individuals to access superannuation benefits while still working.
Individuals who have reached preservation age but are not yet retired may choose to use the transition to retirement strategy.
To fill out transition to retirement, individuals need to speak with their superannuation fund or financial advisor to understand the process and requirements.
The purpose of transition to retirement is to provide individuals with flexibility in accessing their superannuation benefits as they transition into retirement.
Information such as personal details, superannuation account information, and retirement plans may need to be reported on transition to retirement forms.
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