Allocated Pension

An allocated pension is a simple, flexible and tax effective plan which allows retirees to access their superannuation balance in a planned and regular income stream.

For those aged 60 years and over, taking advantage of a correctly structured allocated pension plan, all investment earnings and payments from your pension account are tax-free. The law also allows for lump sum payments if and when these are needed.

The experienced advisors at Forum Financial Services can explain if an allocated pension is the best option to meet your retirement plans and how it might work, as well as assisting in putting in place the required structures to ensure your retirement plans meet the various government and taxation rules.