IRIS Retirement Income
Planning for your retirement
IRIS Retirement Income was created to help industry fund members to transition from the working phase of life to retirement. It is also open to members of other superannuation funds.
While you are working you are receiving a regular wage and accumulating wealth through various forms of saving, including superannuation. Upon retirement you will still need regular income, so it is important to invest your retirement savings in a vehicle to suit your new lifestyle.
Why join IRIS?
- A low cost retirement solution
- A regular income in retirement
- Concessionally taxed from age 55 up to your 60th birthday, while having the option to continue in the workforce
- Investment choice
- Access to professional investment managers
- Tax-free income when you are age 60 or over
- Tax-free access to your capital after age 60 and you have permanently retired
- Possible favourable treatment under Centrelink/Department of Veterans' Affairs means tests, compared with other income-producing investments. This may improve your eligibility for the Age Pension
- Financial Advice
I want to speak to an Adviser about IRIS Retirement Income
Contact Us to arrange for an Adviser to call you back when it suits you.
Super Members Investments Limited – ABN 61 095 974 100, AFSL 231230
Last updated on 27th March 2013