In what circumstances can a transition to retirement income stream (TRIS) be commuted?

Members receiving a TRIS are able to access some superannuation benefits, without having to retire or leave their job, subject to 10% maximum withdrawals cap.

As a non-commutable income stream, there are certain restrictions on the circumstances in which the TRIS can be commuted.

The following flowchart outlines the trips and traps advisers need to consider.

TRIS

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