Superannuation and retirement

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Because most people live far longer in retirement than in previous generations, there’s more pressure to make your funds last longer. Put simply, an Age Pension from Centrelink may not be enough. Superannuation is a highly tax-effective means of growing your retirement savings, to help you enjoy the lifestyle you want after you retire.

Before you retire

If you are thinking about saving inside superannuation, you may want to know:

  • Should I contribute to my employer’s superannuation fund?
  • Am I making the most of my contributions to superannuation?
  • Have I chosen the most appropriate investment mix to meet my goals?
  • Will my superannuation be enough to support my retirement lifestyle or do I need to invest outside of superannuation?
  • How can I take advantage of the Government incentives to save more in superannuation?
  • Do I have enough money saved or should I be saving more?

For answers to these questions and more advice about superannuation, click on the enquire button or call 1300 655 014 to book an appointment with a CUA Financial Planner.

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Retirement

The choices you take today can make the difference between enjoying the lifestyle you want in retirement or just getting by. Put your hard-earned money to work now and you can reap the benefits of your working life when you retire.

When planning for retirement, you may want to know:

  • How much money will I need to live comfortably?
  • How far away am I from retirement?
  • Should I make additional contributions into superannuation?
  • What about repaying debt?
  • Should I invest somewhere else other than superannuation?
  • Will I be eligible for the Age Pension?
  • How can I increase my retirement savings more effectively?
  • How long will my money last?

For answers to these questions and more retirement advice, click on the enquire button or call 1300 655 014 to book an appointment with a CUA Financial Planner.

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General information

This page contains general information only, and has not taken into account any particular individual’s goals, financial situation and needs. Before acting on this information, you should consider the appropriateness of the advice in relation to your own circumstances.

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