Once you retire and transition to spending what you’ve accumulated in your super fund, there are a number of options for you to consider. You can:

  • Leave the money in your super account until you need it.
  • Take all or some of your money out as a lump sum.
  • Move all or some of your money into an account-based pension.
  • Move all or some of your money into a regular income stream, known as annuity.

We would be delighted to provide the superannuation advice needed to ensure you continue to maintain and enjoy your lifestyle well into your retirement. If you’d like to schedule a free introductory meeting, give us a call on 5606 6055.