There’s still life in the Transition to Retirement Strategy

by Duc Hong The changes introduced from 1 July 2017 meant that assets supporting a TRIS are no longer exempt from tax. While that was a significant change, there are still circumstances where the TRIS strategy can be effective.   Elements to consider when implementing a Transition to Retirement strategy include: Members must have reached preservation … Continue reading There’s still life in the Transition to Retirement Strategy