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Hinweis der Redaktion
"Count" and " Count Wealth Accountants ® " are trading names of Count Financial Limited, ABN 19 001 974 625, AFS Licence No. 227232. Let’s move on now to the transition to retirement and salary sacrifice strategy, which has become one of the most popular strategies used by those approaching retirement. The transition to retirement condition of release was introduced on 1 July 2005, which allows people who have reached their preservation age (currently 55) to commence an income stream but not take a lump sum. Although this can also be done at the moment with the existing income streams available, we will focus on using one of the new income streams available from 1 July 2007 which we looked at. The only additional restriction on this type of income stream when a client takes it out using the transition to retirement condition of release is that your pension payment is limited to 10% of their account balance.
"Count" and " Count Wealth Accountants ® " are trading names of Count Financial Limited, ABN 19 001 974 625, AFS Licence No. 227232. Let’s move on now to the transition to retirement and salary sacrifice strategy, which has become one of the most popular strategies used by those approaching retirement. The transition to retirement condition of release was introduced on 1 July 2005, which allows people who have reached their preservation age (currently 55) to commence an income stream but not take a lump sum. Although this can also be done at the moment with the existing income streams available, we will focus on using one of the new income streams available from 1 July 2007 which we looked at. The only additional restriction on this type of income stream when a client takes it out using the transition to retirement condition of release is that your pension payment is limited to 10% of their account balance.