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 meetingWHAT 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
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 meetingTHREE KEY TAKEAWAYS
The big picture
1: Understanding how tax works in super contributions vs. super benefits
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
3: Understanding how investment options work, because our investment menu has over 20 options from which to choose.
SET UP A MEETING
Meet a consultant
USEFUL RESOURCES
Learn more
SUPPORT
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