Transition to Retirement Strategy

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.