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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. 

Accessing your super

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
  • Get advice on the best retirement strategy for you

Count on us

A Count adviser can help you:

  • Obtain the best retirement strategy for you

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RMDP Pty Ltd t/as 360FG Financial Services is an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ("Count") a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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

General advice warning:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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