Move towards retirement with confidence
Your 60s is the perfect time to understand your options, check your income and make practical decisions before you start to wind down.
The RetireMate workbook helps you plan your next steps, based on what your retirement income might be.
How to get started
There are three workbooks to choose from, depending on what your super balance might be when you plan to put the tools down.
Choose the one that best fits you.
Choose a workbook, based on what your super balance might be at retirement
Not sure what this might look like?
Use the Retirement income estimate calculator to get an idea.
Download the workbook
This works best on desktop, laptop or tablet.
You can also print out the workbook.
Make a cuppa
Make your way through the workbook, at your own pace.
Choose a workbook
Choose one workbook that best fits your situation.
Up to $150,000 super at retirement
Learn about:
- How the Age Pension may support you
- Getting a clear view of your income
- Managing spending as work winds down
- Finding support, concessions and benefits
- Ways to ease financial pressure
$150,000 - $500,000 super at retirement
Learn about:
- Using your super with the Age Pension
- How to claim the Age Pension
- Using buckets to plan your money
- Gradually easing into retirement
- Reviewing your home and future options
$500,000+ super at retirement
Learn about:
- Understanding your assets and investments
- Where your income may come from
- Reviewing your super and investments
- Account options for retirement
- Building savings for future spending
Not sure what your super balance might be?
To help you choose the right workbook, use the calculator to see what your super balance could be when you clock off.
Advice and resources
Join an information session
Feeling confused about your super and what to do next?
Our information sessions can help you make confident choices for life after work.
Get advice
Make confident choices about your retirement.
Our Advice team is here to help.
Try the calculators
Use our handy calculators to help you make the most of your super in retirement.