A transition-to-retirement-pension may no longer be the answer

From 1 July 2017, if you are under the age of 65, you will need to talk to your superannuation fund and accountant to ensure you know the new rules regarding fund earnings on assets financing a transition-to-retirement pension (TRIP). This is because these earnings will no longer be exempt from earnings tax and a TRIP is not considered to be in pension phase as of this date. 

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