We can help you understand your options for accessing your super early.
Sometimes the unexpected happens, or you may just be over 55 – not ready to retire – and wanting to understand how you can manage your super or pension. There are very limited circumstances for when you can access your super savings early, but we can help build a plan that considers your wealth now and in the future.
Our Advisers can help you to:
- Get a good understanding of how much you’ll need to retire and how you can reach your retirement goals
- Determine whether you can access the age pension, or have other options besides super
- Understand if you may be allowed to withdraw some of your super on compassionate grounds, due to severe financial hardship, or a medical condition or incapacity
- Manage your retirement strategy and provide you with a long-term income plan
Super is a lifetime investment that will provide for you when you retire and there are many rules that apply to getting tomorrow’s super. If you’ve reached the preservation age (between 55 and 60 depending on your date of birth), a transition to retirement strategy could help you boost your super savings without cutting back on your lifestyle.
"It’s time to hatch my nest egg.”"
To work out what strategy will work best for you, get in touch today.