Convert your super balance into a retirement income stream.
Convert your super balance into a retirement income stream.
With competitive fees, a history of strong returns, and specialist one-on-one support, we can help you navigate retirement and plan ahead with confidence. Whether you’re wanting to make a gradual transition to retirement, or you’re ready to retire fully – we’ve got a retirement income product to help you retire your way, and retire well
Transition to retirement accounts are specifically designed for people who’ve turned 60 but want to stay in the workforce for a little longer (rather than making a leap into full retirement all at once).
Retirement income accounts (sometimes also called account-based pensions) allow you to turn your super into a regular “income” for retirement, with the added flexibility to make lump-sum withdrawals if you need to.
Check whether you’re eligible to start a Transition to Retirement Income account or Retirement Income account.
A Retirement Income account means you can move confidently into retirement with a regular income. You get to choose how much income you want to receive, and how frequently you want to receive it (e.g. fortnightly, monthly, 6-monthly etc). The regular income from a retirement income account can be particularly helpful when it comes to planning and managing your spending throughout your retirement years.
Opening your Catholic Super account online takes around 20 minutes. Before you begin, just make sure you’ve got the following information on hand:
Your bank account details, so we know where to deposit your income payments.
Details of your super account, so we can transfer your super into your new retirement account.
Two forms of identification, such as a valid Australian driver’s licence or passport.
Your tax file number, so we can identify your accounts if we roll in money from another super fund.
Our Service Centre offers personalised one-on-one support to anyone with questions about their retirement, including a helping hand with the application process. You can call us or book an appointment.
And let us help you find your path to a successful and secure retirement
