Your Pre-retirement plan

By completing this short questionnaire, your results will get emailed to you as a simple ’pre-retirement' plan to help you continue on your path to retirement. It includes the key things to consider and actions you could take to get control of your super and stay on track. We will also provide support to review and action it along the way. Simple steps now can make a big difference for your future. Your results will get emailed to you to the email address we have on record for you.

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Have you set a goal for your ideal lifestyle in retirement?

Getting a clearer picture of how much you'll need to fund the lifestyle you want in retirement is important. Introducing the award-winning GoalTracker^® program helping to take the guesswork out of super. In three simple steps, you can calculate how much income you’ll need to fund the lifestyle you want in retirement, see how you’re tracking to your income goal and make a plan to help you get there. 

Have you recently reviewed how your super is invested?

How your super is invested can make a big difference to the amount of retirement income you’ll have available in the future. It makes sense to review how your super is invested from time to time.

Yes No Unsure

Are you making extra contributions to your super?

Contributing extra now can have a big impact later. Putting even a few dollars extra into your super regularly could significantly boost your retirement savings and may even lower your taxable income.

Yes No Unsure

Is your super all in one place?

If you’ve ever changed jobs, chances are you may have more than one super account. Multiple accounts mean you're paying multiple sets of fees, and spending time and effort managing different accounts.

Yes No Unsure

Have you nominated your beneficiary/s?

Did you know that you can decide what happens to your super in the event of your death? In fact, deciding who gets your super by nominating beneficiaries is important to make sure your super ends up with the ones you intend.

Yes No Unsure

Do you have the right level of insurance cover through your super?

What will happen if you were to become seriously ill or even die? As your career and financial situation change, so do your insurance needs. There are different types of insurance available through your super account to consider. Your super account usually comes with a default amount of insurance cover that you can adapt, based on your personal circumstances and life stage. Do you know if you have enough?

Yes No Unsure