Regular retirement reviews

Retirement means you can finally enjoy the benefits of your superannuation fund, so it's important to keep your retirement income on track.

Through regular retirement reviews, you can keep track of your financial security and determine:

  • How much money you have
  • The amount of retirement income you are receiving and how long it will last
  • How long your money needs to last

Other steps you can take to stay on top of your super

  • Change investment plans to make sure that the risk and return profile of your investments matches your  needs. You simply need to complete an Investment Choice form.
  • Review the amount of retirement income you are receiving - remember that minimum withdrawal amounts apply if you have an allocated pension and these may not suit your current situation.
  • Check whether you're eligible for new or increased Centrelink benefits.

Want to make the most of your retirement savings?

Keep your retirement income on track - use our online budget calculator to see how you could make a difference to your financial situation.

Use the budget calculator

Investment choice formsInvestment choice forms

Take control of your retirement FAQsYour retirement FAQs

Making the most of your retirementMake the most of retirement

Budgeting in retirementBudgeting in retirement

Budget planner calculatorBudget planner calculator

Retirement productsRetirement products

Related Information

Investment choice formsInvestment choice forms

Take control of your retirement FAQsYour retirement FAQs

Making the most of your retirementMake the most of retirement

Budgeting in retirementBudgeting in retirement

Budget planner calculatorBudget planner calculator

Retirement productsRetirement products

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