Resources, help & advice

This is likely to be a time of considerable lifestyle and financial change, which means there’ll be a number of things you’ll want to think about and probably talk about with others before making any decisions.

 

The value of getting the right advice

Getting the right advice can be an invaluable part of planning your financial future and an option that many people consider – particularly in the lead up to retirement.

There are many things to consider – both inside and outside of super – that a licensed adviser can help you with, including savings and budgeting, property, taxation planning, estate planning, aged care, government entitlements and retirement income.

Getting advice that takes into account your personal circumstances could help you build the foundations for funding your lifestyle when you decide to stop working. It can also help you identify and prepare for any significant events that happen along the way, which may impact your long-term finances.

Find out more details about seeing a financial adviser.

 

We want to make it easy for you see the adviser of your choice

As a member, it is now even easier for you to seek financial advice, with the option to have the fees you agree with any licensed financial adviser of your choice for advice about your account in our fund account deducted from your account balance. This can be a tax-effective way to pay for financial advice, as fees are paid from your super account rather than your take-home pay.

Note: Fees cannot be deducted from a defined benefit account, but a fee in relation to defined benefit advice can be deducted from an Accumulate Plus or Retirement Access if you have one.

Download the form for more information.

Other useful resources

Check out more resources for help and information

The Australian Securities & Investments Commission MoneySmart website has some suggestions of things to consider around retirement timing.

    Financial decisions at retirement

     

    Retirement triggers

    Your money

    Your health

    Wills and powers of attorney

    Retirement income planning

    Income sources in retirement