Accounts and features

You've worked hard over your professional life to build your super, now it's time for your super to work hard for you.

Our retirement income accounts provide a regular income as you get closer to retirement and when you stop working and are designed to help you achieve the retirement you deserve.

Our retirement accounts

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Transition to Retirement Pension

Transition to Retirement Pension

Open to all current and former members and partners, but eligibility criteria apply. A Transition to Retirement Pension allows access to super while still working, so you can cut down on work hours but not your income.

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Retirement Income (RI) Allocated Pension

RI Allocated Pension

Open to all current and former members and partners, but only once retired. An RI Allocated Pension provides you with a regular income stream from your super. You can also make lump-sum withdrawals.

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RI Term Allocated Pension

RI Term Allocated Pension

Closed to new members. An RI Term Allocated Pension provides you with a regular income stream for a certain period of time that you choose.

You have this account if you opened an RI Term Allocated Pension before 2007.

The differences between a Transition to Retirement Pension and an RI Allocated Pension

Here’s a summary of the differences between the two pensions.

Differences between a Transition to Retirement Pension and an RI Allocated Pension
Transition to Retirement Pension RI Allocated Pension
Lump sum withdrawals

You cannot make lump sum withdrawals

You can make lump sum withdrawals

Transfer balance cap

No transfer balance cap applies

A $2 million cap applies on the total amount of accumulated super that you can transfer to or hold in tax-free retirement accounts

Maximum pension amount

Maximum amount of 10% of your account balance can be drawn in a financial year (set by the Commonwealth Government)

No maximum amount applies

Tax on investment earnings

Tax is generally applied up to a rate of 15% and will be reflected in the unit price for each Transition to Retirement Pension investment plan

No tax applies to investment earnings

We're here to help

Estimate your annual income

Work out how much your annual income could be when you retire and how long your super might last.

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Join a webinar or seminar

Attend a webinar or seminar to learn about retirement planning and how account-based pensions work, at no extra cost.

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Book a one-on-one meeting

Discuss your retirement plans with an expert and learn about your options, for a fee.

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Page last updated 28 May 2025