• How It Works
  • Events
  • Pricing
Menu
  • How It Works
  • Events
  • Pricing
  • Talk to Sales
  • Login
Sign up Now
Menu
  • How it works
  • Events
  • Pricing
  • Talk to Sales
  • Sign up Now
  • Login →

Transition to Retirement Income Stream (TRIS)

 Back to shop

Transition to Retirement Income Stream (TRIS)

$129.00

A TRIS is an income stream that a working member of an SMSF can take when they reach preservation age.

SKU: 00807b5e-851a-416d-adeb-1b732c934cd6 Categories: SMSF Income Streams, SMSF Income Streams
  • Description

Description

The LightYear Docs TRIS enables a member to access an income stream from their member’s accumulation account when they reach preservation age. This enables the member to take between 4% and 10% of their TRIS balance, ideally their accumulation balance at the time of commencing the TRIS, as benefits even while working.

► $129.00 (inc GST) – OR provided under your unlimited membership (exc ASIC fee)

► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.

Related products

  • Account Based Pension

    Rated 0 out of 5
    $129.00
    Add to cart
  • TRIS Foldback

    Rated 0 out of 5
    $129.00
    Add to cart
  • Addition of a Reversionary Pension

    Rated 0 out of 5
    $295.00
    Add to cart


logo

All rights reserved © LightYear Docs Pty Ltd
Site by Noize Agency

Product

Sign up

How It Works

Documents

Our Partners

LYTG

Company

About Us

Abbott & Mourly

News & Blogs

Clients

LY Surge App

Partner Benefits

Legal

Privacy Policy

Terms & Conditions

Commercial Tower, Level 10, 36 Marine Parade, Southport QLD 4215

1300 168 380 

support@lightyeardocs.com.au 

English
Youtube Twitter Facebook-f Linkedin