Should I take my superannuation as a monthly income stream?
How much will I need and how long will it last?
Am I eligible for any Centrelink entitlements?
We understand that there are many questions surrounding your retirement and different types of income streams.
If you are close to retirement, probably the best thing you can do is contact one of our Financial Advisors.
Members of WA Super have access to intrafund advice as well as full service financial planning on a fee for service basis. Our qualified Financial Advisors can model your particular situation and provide projections on any possible advantages of a Transitional Income Stream strategy. Intrafund advice is available at no extra cost while more complex advice is available on a fee for service basis.
Personal financial advice is provided by financial planners employed by WA Local Financial Services Pty Ltd (Western Financial), a wholly owned subsidiary of WA Super, as authorised representatives of Quadrant First Pty AFSL 284443.
Call us to book an appointment. There is no charge for the initial consultation and you will be provided with a quote before any work is done. More information about the Financial Planning service is available on the western financial website at www.westernfinancial.com.au.Download PDF