Monthly Musings

In this “Monthly Musings” for the month of December we will provide a brief Market Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled “Your Questions Answered”, present an overview in our Focal Point section on “Transition to Retirement Income Streams (TRIS)”, and release two fantastic new episodes of our “Finding the Front” podcast. The first with legendary Australian stock picker and fund manager David Paradice AO – founder of Paradice Investment Management, and the second with lithium powerhouse, Pilbara Minerals CEO, Dale Henderson who provides some compelling insights into the current lithium market and the opportunity set going forward.

Episode 41: Your Questions Answered

Transition to Retirement Income Streams (TRIS) 

Due to changes implemented in 2017 to limit the tax benefits of a transition to retirement pension, this strategy has received less attention in recent years. However, it remains a strategy that can assist those who have reached their ‘preservation age’ to have access to superannuation benefits without the requirement to leave a job or fully retire. Furthermore, a transition to retirement strategy can be used to manage ongoing cash flow, or to assist in executing extra tax-effective contributions to superannuation in the lead up to retirement.