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Product Disclosure Statement Retire on your terms. 22 March 2024Paying you a regular income from your super savings, through a transition to retirement strategy in the years leading up to retirement,
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How to fill out a transition to retirement

01
Determine your desired retirement age and financial goals.
02
Check your eligibility for the transition to retirement scheme.
03
Consult with a financial advisor to create a plan tailored to your needs.
04
Open a transition to retirement pension account.
05
Decide on the amount you wish to draw from your superannuation fund.
06
Monitor and adjust your plan as needed.

Who needs a transition to retirement?

01
Individuals who are approaching retirement age and want to reduce their working hours gradually.
02
People who wish to boost their superannuation savings while still receiving an income.
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A transition to retirement is a strategy that allows individuals to reduce their working hours while accessing part of their superannuation savings to supplement their income as they gradually retire.
Individuals who wish to access their superannuation while still working, typically those aged between 55 and 65, may be required to notify their superannuation fund of their transition to retirement.
To fill out a transition to retirement application, individuals need to provide personal details, specify their current employment situation, outline their income needs, and submit it through their superannuation fund's process.
The purpose of a transition to retirement is to provide a flexible option for older workers to ease into retirement by reducing working hours and accessing a portion of their superannuation savings.
Information that must be reported includes personal identification details, employment status, amount of superannuation being accessed, and planned working hours post-transition.
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