Enjoy life after work with a plan that evolves
As you approach your 70s, life can change, so it helps to stay on top of your finances and plans.
The RetireMate workbook helps you understand what to review, what to adjust and what matters most now.
How to get started
There are three different 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 can support you
- Managing spending and daily costs
- Concessions and support services
- Keeping your finances on track
- Planning for future needs and unexpected costs
$150,000 - $500,000 super at retirement
Learn about:
- Combining your super with the Age Pension
- Staying on top of your entitlements
- Income from multiple sources
- Reviewing spending as your needs change
- Making the most of your home and support options
$500,000+ super at retirement
Learn about:
- Managing income from super and investments
- Keeping your investments working
- Drawing down your savings over time
- Reviewing your income and spending regularly
- Ways to keep flexibility in retirement
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 in the future.
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.