- Presentations
- Accessing your super, Income streams
National Conference 2025
As retirement evolves beyond traditional expectations, more individuals are continuing to work past the conventional retirement age, creating significant shifts in how they interact with the superannuation system. This session explored the definition of ‘retirement’ under superannuation and taxation laws, with a focus on how these changes influence contributions, access to benefits, and strategic retirement planning.
Join Fabian as he deep dives into the critical elements that define retirement for superannuation purposes, understanding the key criteria that must be met to access superannuation benefits. The session also addresses how these definitions impact the preservation of a member’s benefits, their ability to continue contributing to super, and the use of Transition to Retirement Income Streams (TRIS).
By watching this session, you will be able to:
- Gain a deep understanding of the evolving definitions of ‘retirement’ within superannuation and taxation law and how they influence retirement planning strategies.
- Explore the critical elements that need to be satisfied for individuals to access their superannuation benefits, including the implications on preservation status and contribution eligibility.
- Understand how the changing definitions of ‘retirement’ impact a member’s ability to utilise Transition to Retirement Income Streams (TRIS) and effectively plan for a sustainable retirement income.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association