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UniSuper Seminar, Transition to Retirement -- members aged 60 plus -- Clayton

Published: 5 November2008

Time: 4.15 pm to 5.15 pm
Date: Wednesday 12 November, 2008
Venue: Lecture Theatre S4, Building 25, Clayton campus

If you are exploring your retirement options, this seminar will provide you with an alternative to leaving your job.

Transition to Retirement is a government initiative that enables you to take some of your super in the form of a non-commutable income stream (a pension that you cannot cash in) without having to retire or finish work.

This seminar also explores an alternate application where you can remain in full-time employment, commence a Transition to Retirement pension and salary sacrifice the excess income back into super.

For members aged 60 or more this seminar focuses on the impact that these approaches may have on your retirement planning, retirement lifestyle, and final benefit. It explores the process involved with these strategies, including any relevant rules and regulations.

The seminar will cover:

Why transition to retirement?
The conditions
Taxation of pensions
The semi-retiree
The wealth accumulator

Registration is essential. In the interest of sustainability, handouts will be distributed two days prior to the seminar via email weblink. Staff members registering after the closing date will be able to download seminar notes via the registration confirmation page.

For further information contact:
Sue Loughnan
Telephone: +61 3 9905 6028
Email: superannuation@adm.monash.edu.au

To register visit: The Unisuper seminar web page, select the state of Victoria and Under Monash University seminars select the name of the seminar. There is no cost to attend this seminar.

Registration closes on 11 November 2008.