Transitioning to Retirement

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Transitioning to Retirement or a Pension Account

As you approach retirement, your focus may shift from building super to drawing income from it. Our advisers can assist with:

  • Setting up an Account-Based Pension (ABP)
  • Managing Transition to Retirement (TTR)strategies
  • Maximising tax-free incomeafter age 60
  • Structuring withdrawals and lump sumseffectively

Let’s Put Your Super to Work

Whether you’re starting your super journey, approaching retirement, or simply want to ensure your money is working as hard as it should be, we’re here to help.

Contact us today to book an appointment with a Squared Financial Solutions Adviser and take the next step in building a stronger financial future.

Get In Touch

Have a question or comment?
Submit your details and we’ll be in touch.

Phone

1300 346 752

Email

contactus@squaredfinancial.com.au

Address:

14/20 Commercial Rd Melbourne VIC 300

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Corporate Authorised Representative of National Planning Partners Pty Ltd.

ABN 25 620 741 326 (Representative No. 1270404).
Australian Financial Services License 503734

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