When it comes to a plan for claiming your super in retirement, there are a range of options that can be built into your strategy to take advantage of the super system during both the accumulation and income phases.
Your Skylight adviser will help you plan in both phases to make sure you have the maximum money possible during your retirement years.
Our objective is to place you in control of how and when the money flows. Whether it be taking part of your super benefit as a lump sum to pay off current debt like a mortgage or loan on retirement or taking all or part of your super as an income stream.
Specific strategies and flexibility during retirement are important. For example, at some point in time, you may want to amend a current income stream to access a lump sum to pay for an unexpected expense.
At Skylight we will provide you with the best advice to put you in control of your future finances.