Category: Transition to Retirement (TTR)

Transition to Retirement Income Streams (“TRIS”) – what happens to my TRIS when I die?

Transition to Retirement Income Streams (“TRIS”) – what happens to my TRIS when I die?

Last month, we spoke about Transition to Retirement Income Streams (“TRIS”). These pensions allow individuals to access their superannuation benefits prior to retirement or without having to terminate their employment….

Transition to Retirement Income Streams (“TRIS”) – once a TRIS always a TRIS?

Transition to Retirement Income Streams (“TRIS”) – once a TRIS always a TRIS?

Transition to Retirement Income Streams (“TRIS”) allow individuals to access their superannuation benefits prior to retirement or without having to terminate their employment. Who is eligible for a TRIS? Provided…

Simple super now super complicated

Simple super now super complicated

It has been 10 years since the Simple Super Reforms were brought in on 1 July 2007. A decade later the “Simplified Superannuation” system has become a labyrinth of legislation….

Are you ready for the 1 July 2017 superannuation changes?

Are you ready for the 1 July 2017 superannuation changes?

Last month saw the changes to superannuation in the May 2016 Federal Budget passed and receiving Royal Assent. They are now law. A summary of the final superannuation reforms is as…

Going into pension mode – the pros and cons!

Going into pension mode – the pros and cons!

It has been only a few weeks since we’ve known the outcome of the 2016 Federal Election yet there is still a lot of uncertainty surrounding the proposed changes to…