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If you have reached age 60, you may have limited access to your super through what’s called a transition to retirement pension, or TTR. This allows pre-retirees to access some of their super if they have yet to satisfy the retirement conditions that allows full access.

If you have plans to reduce your work capacity and/or access your super as TTR.

In no particular order, I have prepared my top 7 tips to consider when transitioning to retirement in 2025.

Purpose and Plan
Be clear on the limits that apply
Be aware of fees and taxes
Consider the Centrelink impacts
Prepare to invest for Drawdown phase
Paid leave as alternative to TTR Pension
Seek advice

To download the book 12 PRINCIPLES OF INVESTING:
https://ebook.aboutretirement.com.au/...

Contact details:
Katherine Isbrandt of About Retirement
Website: https://aboutretirement.com.au/
Email: [email protected]

Or connect with me:
https://www.facebook.com/katherineisb...
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https://www.pinterest.com.au/katherin...

FSG: https://aboutretirement.com.au/wp-con...
Katherine’s Adviser Profile: https://aboutretirement.com.au/wp-con...
Shaun’s Adviser Profile: https://aboutretirement.com.au/wp-con...
#KatherineIsbrandt #AboutRetirement

To download the book 12 PRINCIPLES OF INVESTING:
https://ebook.aboutretirement.com.au/...

Contact details:
Katherine Isbrandt of About Retirement
Website: https://aboutretirement.com.au/
Email: [email protected]

Or connect with me:
https://www.facebook.com/katherineisb...
  / katherineisbrandt  
  / katherineisbrandt  
https://www.pinterest.com.au/katherin...

FSG: https://aboutretirement.com.au/wp-con...
Katherine’s Adviser Profile: https://aboutretirement.com.au/wp-con...
Shaun’s Adviser Profile: https://aboutretirement.com.au/wp-con...
#KatherineIsbrandt #AboutRetirement