Monthly Archives: February 2013

Retirement Super Tax

Transition To Retirement (TTR)

pension

Can you remind me of the advantages of taking the pension payment? I know the pension payment to me is tax free once I’m 60. My understanding is that while I leave it in my Super the earnings get taxed – is this correct? What is the situation if I have the majority of funds as a Pension instead? Are any earning there taxed?

We need to break this down into the simple steps involved in the broader Transition To Retirement (TTR) strategy and its evolution.

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