Скачать или смотреть Transitions to Retirement (TTR) Pensions Explained

A Transition to Retirement (TTR) Pension—also known as a Transition to Retirement Income Stream (TRIS)—lets you access a portion of your super while continuing to work. But is it the right move for you?

In this video, this breaks down how TTR pensions work, eligibility rules, withdrawal limits, and the pros and cons of using a TTR strategy to either reduce your working hours or boost your long-term wealth through salary sacrifice.

✅ Learn:
Who should consider a TTR strategy
Tax implications before and after age 60
What happens when you fully retire or turn 65
How to structure your super accounts
Risks and common pitfalls

We also explain how TTR pensions fit into Guided Investor’s phased approach to retirement planning—helping clients ease into retirement while still growing their wealth.

Relevant link:

Account-Based Pension -    • Account-Based Pensions Explained (2024/25 ...  

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#TTR #Superannuation #RetirementPlanning #FinancialIndependence #GuidedInvestor

If you would like tailored financial advice from an Australian licensed Financial Planner visit us at
https://guidedinvestor.com.au.

--TIME STAMPS—
00:00 - Introduction
00:44 - Eligibility Criteria
01:08 - How it works
01:42 - Drawing a pension
02:04 - Investing your TTR pension
02:16 - What about tax?
02:51 - What happens when you retire or reach age 65
03:13 - TTR Pension benefits
03:44 - Key Considerations
04:26 - The Guided Investor Approach

DISCLAIMER:
The information contained in this video is for Australian residents only. The information does not take into account the particular investment objectives or financial situation of any potential viewer. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services.

No investment decision or activity should be undertaken on the basis of this information without first seeking qualified and professional advice.

The video is power by Guided Investor. Guided Investor is a corporate authorised representative (CAR:001290418) of Symmetry Group (AFSL: 426385). Its employees or contractors do not represent or guarantee that the information is accurate or free from errors or omissions and therefore provide no warranties or guarantees. Guided Investor disclaims any and all duty of care in relation to the information and liability for any reliance on investment decisions, claiming the use or guidance of this publication or information contained within it.

For more information, please visit: https://guidedinvestor.com.au/