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Preparing for retirement

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.

 

Managing income in 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.

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.

 

Perspectives on retirement

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

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.

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.

August 2025

Latest news

Month in markets: Trends, moves and what it means for you

While markets may rise and fall in the short term, keeping a focus on your long-term retirement goal is key to a great life after work. As life changes, so too might your investment needs, which is why it’s worth checking whether your current investment option still suits you. And to help you on your journey, our investment experts share monthly market insights to keep you informed and confident in your investment decisions.

 

$46 billion better off: The ‘super’ shifts that can redefine retirement

Our Head of Asia Pacific for Russell Investments, Jason Edgar, recently had a featured editorial in The Australian Financial Review. The editorial highlighted the potential benefits of personalised super for Australians and the three key changes funds could make to improve retirement outcomes. Check it out.

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