Episode Details

In this episode Dev explains how people approaching retirement can access their super while still working. He touches on:

👉🏾 what is a transition to retirement pension is and how to make use of it

👉🏿 what is preservation age and how is calculated

👉🏻 when can you use a TTR?

👉 why was it created?

👉🏼 how does tax work with a TTR

👉🏽 the pros and cons

Related episodes: 🎧 612 what is the super recontribution strategy

Dev Raga Personal Finance is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au

To chat with a professional and get help about your situation, click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf

Hosted on Acast. See acast.com/privacy for more information.