What is Transition to Retirement (TTR)
How TTR works
Benefits of TTR
Who is eligible for TTR
What to consider before TTR
Getting the right advice
This ebook is designed to guide those close to retirement but who wish to keep working on how to take advantage of using superannuation as a pension. That way, you can enjoy significant tax benefits ahead of the decision to retire completely.
We explain what a TTR strategy is, who is eligible and how it can make a real difference to your financial position and lifestyle, both now and into retirement.
When it came to acquiring a lifestyle underpinned by financial security, Brenton Tong grew up in Sydney hearing, “People like us can’t do things like that.” He’s made a career out of proving that wrong for himself and for all kinds of clients who couldn’t see a way to the life they deserved, however hard they worked. He is now consistently ranked as one of Sydney’s top financial planners (Adviser Ratings).
Financial Spectrum is an independently owned financial planning practice with offices in the Sydney CBD, Bondi Junction and Balmain.
Because we’re independently owned financial planners, we’re not tied to any financial “products” and we reject commissions. Our focus is on delivering genuine value to you, our clients.