In this guide
Many of us focus on the importance of financial planning in the lead up to retirement and forget to review the state of play afterwards.
That’s unfortunate because the right advice in your retirement years can ensure you get the most out of your investments, minimise tax, organise inheritances and even transition smoothly into aged care.
As the push to improve retirement outcomes for super fund members gathers momentum, super funds are increasingly focused on helping their retired members access the advice and help they need to make decisions. So your fund could be a great first port of call when you face decisions or want to understand if you’re making the most of what you have.
How super funds provide advice
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