TTR case study increase superannuation savings and reduce tax | Accurium

Technical article
A transition-to-retirement (TTR) strategy may help your clients supplement their income as they wind down to retirement, increase superannuation savings and reduce tax payable on benefits. Read our TTR case study to find out how this strategy could help your clients.

Update July 2018: Please note that the tax-free earnings status on assets supporting a Transition to Retirement income streams (TRIS) changed at 1 July 2017. Only where the TRIS pensioner has reported an applicable condition of release to the SMSF Trustee, or attained age 65, will the earnings on a TRIS be exempt from income tax. For more information on this please refer to our article Revisiting TTR strategies for clients.