SUPERANNUATION

Retire Ready meetings

Are you counting down to retirement? Got a lot of questions, but not sure who to ask? Then this could be a good time to look into a Retire Ready meeting. It's our way of helping you prepare for retirement with confidence and peace of mind.

Set up a Retire Ready meeting

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WHAT IS A RETIRE READY MEETING?

Start planning your retirement journey

If you’re looking to retire in the next five years or have already retired, then a Retire Ready meeting is a great option.

It’s a one-on-one discussion with you, where a retirement consultant listens to your questions and concerns about retirement, and offers general advice and information to help you prepare for a great life after work. And partners are welcome to join.

A retirement consultant can educate and support you as you plan your retirement journey, to show that the more information you have, the more confident you can be when it’s time to make those super decisions.

Super can be complex, we completely understand that. And we’re here to help make sense of the rules around super. And we’re happy to spend time helping members like you get a deeper understanding of specific subjects, like Transition to Retirement (TtR) or super-related tax rules.

What's more, it's at no cost to you

KEY DISCUSSION TOPICS

Get specialist guidance

Our retirement consultants can work with you to explore different topics such as:

  • any recent super changes and what these could mean
  • age-based tax and super strategies that could boost savings before retirement
  • contribution strategies, including transition to retirement rules
  • retirement income option, including the Age Pension
  • goals and next steps, and what we can do to help you make the ideal retirement lifestyle a reality

Of course, you can ask as many questions as you like. While a retirement consultant can only offer general advice—which means giving information about telling you what you should do—your questions can steer the discussion in the direction(s) that you are most interested in.

Set up a Retire Ready meeting

THREE KEY TAKEAWAYS

The big picture

1: Understanding how tax works in super contributions vs. super benefits

Transition to retirement

2: Understanding how Transition to Retirement works, because it could be a great way to grow your super while working, or reduce working hours without reducing income

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3: Understanding how investment options work, because our investment menu has over 20 options from which to choose.

We like to look at the big picture and see you through the whole retirement planning journey—it’s a key part of our award-winning member service offer.

While a retirement consultant provides a summary of the discussion and answers additional queries, a member solutions consultant will get in touch with you to check on progress—to action any decisions you want to make or to help you access comprehensive advice which can provide recommendations on what to do next. Whatever you decide to do, we’re here to help.

SET UP A MEETING

Meet a consultant

Want to meet a retirement consultant for your own Retire Ready meeting? Simply call us on 1800 555 667. Alternatively, complete this form and we’ll get in touch with you to arrange a meeting.

      

Please note that it may take us up to three days to respond to your request. We’ll only use this information to contact you in relation to this request. If we can’t reach you by phone, we may use the email address supplied to get in touch. Read our Privacy Policy.

USEFUL RESOURCES

Forms and fact sheets

More forms

Looking for a different form? Visit our Resource Centre to find more forms.

More forms

More fact sheets

Looking for a different fact sheet? Visit our Resource Centre to find more fact sheets.

More fact sheets

SUPPORT

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Got a question?

Call us on 1800 555 667 or email us and we'll get back to you.

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Please note that it may take us up to three days to respond to your request and we will do our best to respond within the time frame you’ve specified above. We’ll only use this information to contact you in relation to this request. If we can’t reach you by phone, we may use the email address supplied to get in touch. Read our Privacy Policy.