If you’d like to open a Transition to Retirement Income account, we make it easy for you. All you need to do is check your eligibility then follow three simple steps and you’ll be all set up.
Firstly, make sure the following applies to you. You must:
Take a look at the table below to find your preservation age.
Your date of birth
Your preservation age
01/07/60 - 30/06/61
01/07/61 - 30/06/62
01/07/62 - 30/06/63
01/07/63 - 30/06/64
01/07/64 or after
Now, make sure you complete this three-step process
1. Read the Income Account PDS to confirm you’re eligible.
2. Make some decisions about what you’ll do with the money you want to invest:
3. Open an Income Account via Member Online or download the Open an Income Account form, and we'll get your account set up so you can start receiving income payments.
Sometimes you need advice about the investment decisions you make. A QInvest1 adviser can help you make sense of your options.
1. Advice fees apply.