Mentor Financial Services


Transition to Retirement Pensions

The team at Mentor believes that everyone over the age of 55 needs to assess whether they will benefit from a Transition to Retirement Pension; it is simply too good to overlook.

Transition to Retirement Pensions are similar to an account based pension, however the recipient is still allowed to work. The product may suit a number of strategies -

For transition to retirement pensions (where the individuals have not retired), the minimum payments that must be withdrawn are illustrated in the table under account based pensions, however there is a maximum that can be withdrawn of 10% of what the superannuation balance is at 1 July each year.

Financial Services - Retirement Planning

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