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Step-by-step guides

It’s always easier to make progress when there are simple steps you can follow.

Our step-by-step guides will give you clarity over what you can do to transform your super, so you can have the foundation for a rewarding retirement.

Now you have no more excuses for putting it off! The sooner you get started, the better off you will be.

The guides are split into three sections:

  • Super fundamentals: The essential steps to take control of your super.
  • Master your super: Take your super to the next level and make sure it is working well for you.
  • Retirement planning: How to plan, prepare for, and start your retirement.

So, what are you waiting for? The best day to get started is today.

Super fundamentals

The essential steps to take control of your super.

Keeping track of your super

2. Keeping track of your super

This step-by-step guide will help you take a valuable step towards getting on top of your super. You need to regularly check how much super you have because it’s your money and it should be working hard for you.

Estimated time: 60 minutes

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Review your super fund

3. Review your super fund

This step-by-step guide will help you take another important step towards getting on top of your super. A well-performing super fund is essential to keeping your retirement savings working hard, so you need to regularly review its performance.

Estimated time: 60 minutes

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Master your super

Take your super to the next level and make sure it is working well for you.

Take control of your super

1. Take control of your super

This step-by-step guide will help you take another vital step in building your retirement savings and taking control of your super. You’ve started getting your super into order, so now’s the time to start thinking about what you’re putting into it and whether it’s enough to deliver the sort of retirement you want.

Estimated time: 50 minutes

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Strategies to boost your super savings

2. Strategies to boost your super savings

Now you’ve started whipping your super into shape and getting a better understanding how your contributions are being invested, it’s time to work out what else you can do to ensure you have a great retirement. The key to a comfortable retirement is regularly putting the right amount away so it can grow throughout your working life. Although your employer is doing a lot of the heavy lifting, you also need to do your bit.

Estimated time: 45 minutes

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Retirement planning

How to plan, prepare for, and start your retirement.

Planning your retirement

1. Planning your retirement

Although your retirement may still be quite a few years away, it’s important to start readying your finances and plan what you want your retirement to look like. Having enough money put away in your retirement nest-egg is a key part of planning a successful retirement. But it’s just as important to plan what you want to achieve in your retirement and how you’d like to spend your time.

Estimated time: 65 minutes

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Preparing to retire

2. Preparing to retire

Retirement is getting close now, so it’s time to ensure you have a detailed plan in place and everything is properly prepared. This step-by-step guide will help you know the rules when it comes to accessing your super and ensure you know how much retirement income you’ll have to spend. It will also help with planning the non-financial side of your retirement.

Estimated time: 60 minutes

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Start your retirement

3. Start your retirement

This step-by-step guide will help you take the first steps towards enjoying your life in retirement. When you’re finished, you’ll be on top of your finances and lifestyle and be ready to begin realising your retirement dreams.

Estimated time: 50 minutes

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