How’s your retirement shaping up?
Whether you’re already retired or thinking about your next steps, age 67 and over can be an important time to check in on your income, spending and lifestyle.
Your retirement income workbook for age 67
This RetireMate workbook is a step-by-step guide for members aged 67 or older.
It can help you:
- Review your retirement lifestyle and spending
- Understand how super, the Age Pension and other income sources could work together
- Explore ways to help your retirement income go further
- Plan ahead for health, family, aged care and estate planning needs.
Jump to a step
Read time: 8 minutes
Think about what matters most to you now, how you want to spend your time and how your spending may change as your needs change.
- Focus on your lifestyle and how you want to spend your time
- See whether your income and spending support the life you want
- Think about how your needs and spending may shift over time
Read time: 15 minutes
Your retirement income may come from super, the Age Pension, other savings or investments. Understanding how these sources could work together can help you make informed choices if things change.
- Understand the role of super, savings and investments
- See how the Age Pension may fit your situation
- Learn why you may rely on different income sources at different stages
Read time: 15 minutes
If there’s a gap between your retirement income and the lifestyle you want, there may still be steps you can take. Explore practical ways to support your income, review your super and make the most of your options.
- Explore ways to use your super effectively
- Check whether your investments still suit your needs and comfort with risk
- See how your home or investment property could support you
Read time: 8 minutes
Life can change and your retirement plans may need to change with it. Thinking ahead can help you stay prepared and give you peace of mind.
- Plan for health and care and consider how your needs may change
- Check that your will and powers of attorney reflect your wishes
- Keep your beneficiaries current and tell loved ones where to find important information