Transition to retirement

If you have reached your preservation age you may be able to use a transition to retirement income stream (TRIS) to adjust gradually to retirement.

Why would I start a TRIS? 

You may want to:

  • Reduce your hours of work and top up your lower salary by drawing regular income from your TRIS account.
  • Continue working full time, maintain or increase contributions to your existing superannuation account and draw additional income from your TRIS account as needed.  

How to start a TRIS

Complete the Member application superannuation income stream.
IMPORTANT: Once you have transferred an amount into an income stream account you are not able to add to it.
  • Download the application form found in the Product Disclosure Statement and return to us

 

More information

  • Need some personal advice? First State Super members have access to low cost financial advice through FSS Financial Planning. Click here to find out more
  • Use our calculator

  • For more information about income stream accounts click here

FSS Trustee Corporation is the issuer of the Personal Division, the Employer Sponsored Division, the Retirement Income Stream and Transition to Retirement Income Stream. Before making a decision about any of these products, you should consider the applicable Product Disclosure Statement which can be downloaded here