The years immediately preceding retirement are critical in maximising the benefit your superannuation provides in retirement. The correct advice and strategy can really allow you to take advantage of a transition to retirement strategy. By converting a portion of your superannuation to an income stream whilst still contributing to superannuation, you can:

  • Boost your retirement savings
  • Save on tax
  • Access superannuation early

Les Mumme & Associates have the knowledge and skills required to setup your transition to retirement strategy in a variety of superannuation environments (commercial, employer, industry,SMSF, GESB). We understand that all situations are different and our experience allows us to use this unique strategy to best suit your circumstances.