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Super and retirement planning explained. Straight-talking conversations about super and retirement, from planning to the Age Pension.
Your retirement check-up
Episode 10 | 18-minute listen
Keeping your super on track doesn’t have to be hard. This episode breaks down how to run a retirement check-up and what to look for:
- When to check in on your super
- What to review, from investments to cover and beneficiaries
- How to keep your super on track as your life changes
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The CBUS Super Shift podcast helps you stay in control of super as you plan life after work. From downsizing to estate planning, each episode tackles one clear step.
Listen now and feel confident about your super and retirement.
1. Are you on track for your retirement?
Practical steps to check your super balance, retirement plan and pension options.
2. Balancing your super and the Age Pension
How to make your super and Age Pension work together in retirement.
3. Enough to live well
How much super do you need to retire comfortably?
4. Downsizing and your Age Pension
What does selling your home mean for your Age Pension and super?
5. Get the most out of what’s already yours
Uncover the little-known benefits that make retirement life easier.
6. Shaping your retirement with the Age Pension
How the Age Pension can support your retirement lifestyle.
7. Your retirement game plan
Build a clear plan for your super and retirement.
8. Earn without losing your Age Pension
Rules for working while keeping your Age Pension payments.
9. Planning for what you leave behind
Make sense of super and estate planning, so your wishes are clear to those who matter.
10. Your annual retirement check-up
Plan ahead with a yearly review to check your super, update goals and keep moving.
Meet your host and guests
Andrew Mackinnon
Host. Andrew tells stories that uncover what drives people, how they plan, make decisions and shape life after work. His background in journalism and communications brings complex topics like super and retirement to life in clear, relatable ways.
Jeff Wallens
Senior Education Specialist, CBUS. Jeff believes education is at the heart of getting the most out of super and retirement. He has over 25 years’ experience in super. At CBUS, he delivers webinars and seminars on retirement planning.
Thomas Bukolt
CBUS Superannuation Advice Consultant, VIC. Thomas has spent six years in super, building a strong understanding of how it all works. He helps members make sense of their options and plan their next steps.
