Financial Planning, Tax, Wealth Creation, Business Planning, 360 Financial Group, Eltham, Victoria, Australia

ACCESSING YOUR SUPER

Do you know the best way to access your super?

Once you have met a condition of release you can withdraw your superannuation as a lump sum or commence a superannuation pension.

From the experts

By law, all super contributions are locked away or 'preserved' until you reach your preservation age. Your preservation age will be between 55 and 60, depending on your date of birth.

What you need to know

The tax implications can vary dramatically. So planning your retirement income strategy effectively is critical. The most common ways to access a retirement income stream are:

Allocated pensions – using only superannuation savings
Annuities – using either super savings or ordinary (non-super) money
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360 Financial Group ABN 61 401 351 286 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232, a wholly owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Professional Partner of the Financial Planning Association of Australia Limited.

Please note any taxation or accounting services are not endorsed nor the responsibility of Count Financial Limited.

The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.