Upon reaching your preservation age while still being employed, you have the option to initiate a Transition to Retirement Pension (TRIP). The key distinction of TRIP is that you can withdraw a maximum of 10% of your member balance annually, providing you with flexibility while continuing to work.
We offer tailored pension solutions, expert guidance, and ongoing support to help you effectively manage and optimize your pension payments within your SMSF. Our services aim to simplify the process and assist you in meeting your SMSF obligations effectively. Use the following table to work out your preservation age. Use the following table to work out your preservation age. Accessing funds from your SMSF requires compliance with regulations. Our administration services ensure a smooth process for receiving your funds, whether as a lumpsum or regular installments. Trust us to handle the complexities and ensure compliance while facilitating access to your SMSF funds. In addition to the above, we also provide help with other tasks such as If you wish to convert either your entire or a portion of your member balance in your SMSF into pension accounts, we offer comprehensive documentation services to assist you in the process. Our team will support you in initiating and managing the pension accounts for your SMSF, ensuring a seamless transition. Contact us today to learn more about our SMSF solutions and how we can help you plan for a secure financial future.
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SMSF Pension
– About SMSF Pension
Maximize Your SMSF Pension
Preventive Age
DATE OF
BIRTH
PRESERVATION AGE
Before 1 July 1960
55
1 July 1960 — 30 June 1961
56
1 July 1961 — 30 June 1962
57
1 July 1962 — 30 June 1963
58
1 July 1963 — 30 June 1964
59
From 1 July 1964
60
Preventive Age
Before 1 July 1960
55
1 July 1960 — 30 June 1961
56
1 July 1961 — 30 June 1962
57
1 July 1962 — 30 June 1963
58
1 July 1963 — 30 June 1964
59
From 1 July 1964
60
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Why Choose Us for SMSF Pension?
— What
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