Two Minute Tuesday - Are You Above 60? Watch This!

Another Tuesday so here I am!
Today’s episode is targeted at those of you aged 60 years and above (as of 1 July 2024). I want to share some insight into moving from accumulation super to pension phase. Contrary to what some of you might believe, you don’t have to be retired to do so! In fact, all you need to do is meet a condition of release. Moving to pension phase is not something done to simply generate an income stream - it is a tax strategy.
So, if you are over 60 and think you may have met a condition of release, we need to talk.
Michal
Contact [e-mail] or call 1800 804 296 to book in.