Retiring

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• Retire strong: Stay tech-smart

  Staying tech-smart is a key factor in retirement planning. Get a head start with our handy checklist.

• Pre-retirement to do list

  Let the start of a new financial year signal new super resolutions for a well-earned retirement.

• Q&A: Insurance and retirement

  Approaching retirement is a good time to review your financial situation. How does insurance fit into the picture?

• Assess your assets

  Preparing an inventory of the assets you own can help you get ready for retirement.

• Tips for the sandwich generation

  Zest! spoke to money and wellness coach and author Marc Bineham about how to prepare for retirement when you’re juggling competing demands.

• A super option for downsizers

  I'm not selling my family home yet, but when I do, I will consider making a downsizer contribution into super.

• Your super gift to future you

  With retirement on the horizon, what better gift to your future self than a great life after work? Let’s make it happen.

• Have your cake and eat it

  Your transition to retirement may present a unique opportunity to tax-effectively boost your super balance.

• Strike a balance for retirement

  Try these exercise-inspired moves for a balanced, healthy and fulfilling retirement.

• Transfer balance cap explainer

  The transfer balance cap scaled back virtually unlimited entitlements to a tax-free superannuation pension, but there are still tax-effective ways to manage your retirement income.

• Performance cycles and comebacks

  Investment markets, like sports stars and music icons, can return to their peak after dips in performance. Managing emotions throughout the cycle can be the real test.

• Prepare for a future beyond you

  John’s life-changing accident reinforced the need to have a plan for his financial affairs should things have turned out worse.

• Age Pension: a visual guide

  Check out our visual guide to better understand Age Pension: who gets it, how much they receive and when they receive it.

• Tidy up your retirement income

  Does your retirement income spark joy? Super guru John Wasiliev is back with tips on how to tidy it up.

• Be the architect of your retirement income

  It’s how you combine the basic building blocks of age pension, superannuation, and other savings that will determine what your retirement income looks like. The results will be unique to each person.

• The great retirement wave is back on

  Retirement Consultant Adam Krull speaks to hundreds of fund members each year about their retirement dreams. Here he talks about the big issues all people face.

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