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Practical tools and helpful checklists

Whether you’re just starting to think about retirement or getting closer to making it happen, there’s always something worth exploring.

We’ve brought together our free retirement guides and resources to help you plan ahead and make informed decisions, so you feel more prepared for whatever comes next.

Retirement planning checklist

Not sure where to start with retirement planning?

Take the first step with a simple checklist that breaks retirement planning into manageable tasks. Discover what to consider, what to review, and how to start getting your plans in order.

Retirement readiness scorecard

How ready are you for retirement?

Retirement readiness is about more than just your super balance. Use this practical scorecard to reflect on your finances, lifestyle, and future plans, and identify where you might want to focus your attention.

Retirement confidence toolkit

Retirement Reality Check

Could you afford the retirement you have in mind?

Explore what your ideal retirement lifestyle might cost, how you could fund it, and the numbers worth thinking about before you finish working.

There’s still time to grow your super

Think you’ve left it too late to make a difference to your super?

There’s still time to explore your options. Discover practical ways to make the most of your super in the years leading up to retirement, including contributions, investment choices, and planning for your second act.

Scam safety guide for retirees

Could you spot a scam targeting your retirement savings?

Learn how to recognise common scams, protect your personal information, and take practical steps to help safeguard your super and financial wellbeing.

Retirement confidence toolkit

Wondering how you’ll adjust to life after work?

Retirement is about more than money. Explore the emotional and lifestyle changes that can come with retirement; from finding new routines and purpose, to feeling more confident about enjoying the savings you’ve worked hard to build.

Preparing for your second act

You don’t need to have all the answers today. We’re here to help you feel more informed and confident about your future.