1. PLANNING FOR YOUR RETIREMENT: REDUCE YOUR WORRIES
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At preservation age (56-60)
= lower tax, opportunity
to boost super savings
Retirement income
stream = smaller
withdrawals
at intervals
Withdraw your super
= flexibility to invest,
BUT beware
tax rate impacts
Pensioner Concession Card/
Health Card
= Travel + Medicinal discounts
Asset-based
eligibility for Aged
Pension = payments
supplement super
A man aged
65 today could
live for another
19years;
a woman
22years
Transition to retirement
pension = works less hours +
super withdrawals
*Authorised Representative of Financial Services Partners Pty Ltd ABN 15 089 512 587 AFSL 237 590.
This is general information only and does not consider your personal circumstances. It should not be considered tax advice. You should not act on any recommendation without obtaining
professional financial advice specific to your circumstances. We recommend you speak to a financial adviser before acting on any of the information you read on this website.