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Tranisition to retirement
If you're 55 or over, you can access your super without
having to retire or leave your job. This is called Transition
to Retirement and allows you to continue building up your
super (from paid employment), while drawing down on it
at the same time.
To take advantage of the Transition to Retirement rules,
you must convert some or all of your super into an income
stream product - such as our Retirement Solutions -
Transitional Income Stream product. Once converted, you
can only take your money as a lump sum if one of the
following applies. You:
- turn 65;
- retire permanently on or after your Preservation Age
- leave employment on or after age 60;
- die or become totally and permanently disabled.
To find out more and see if this strategy is right for you, contact one of our qualified financial planners.(No extra cost for members)
To make an appointment, call 9480 3500 (or 1800 630 524 for Country callers) . Alternatively you can email us with your details.










