Transition to Retirement

Funding transition to retirement Looking to ease into retirement?  A number of our clients have made a transition to retirement that is not a burden financially - and it has helped them prepare for some of the challenges of full retirement. (Full retirement we are told, can bring challenges psychologically unless preparation and planning are adequate.1) Those over 55 years of age2 and having sufficient superannuation funds accumulated, have been [...]

Term Allocated Pensions

What are term allocated pensions? ...or perhaps the question is becoming - What were Term Allocated Pensions? A term allocated pension (TAP) is a superannuation account that provides for your super to be paid to you as regular income for a fixed period. They were able to commence after retirement or as part of a “transition to retirement”. The pension payments made to you under a TAP are set each [...]

By |2020-02-17T21:47:03+10:00November 30, 2009|Retirement Planning Strategies|0 Comments
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