‘I couldn't cope with it’: Ross’ challenging transition to retirement

A motorcycle accident five years ago changed the course of Ross’ life, forcing him into semi-retirement. For over 20 years, he successfully ran his own businesses, where paying himself super was low on the list of priorities. Despite the lasting impacts of his accident, Ross’ resilience and determi…

Tax time super tips

Adding extra to your super before the end of the financial year could help you save on tax, as well as boost your super balance. And there are a few ways to do so, depending on your personal circumstances. In this episode, host Shane Hancock sits down with Education Manager Michelle Kelada to discu…

‘It's good to save for your future’: How Kulwant set himself up for retirement

Kulwant and his wife migrated to Australia in 1992 with their young and growing family. Although daunting, settling into a new city and finding a job didn’t faze him – and neither did understanding the value of growing his super account. Happily retiring three years ago, he’s now busier than ever c…

Understanding insurance through super

Having the right insurance cover can give you peace of mind that you’ll have money when you need it most. Many Australians have some level of cover through their super fund. Host Shane Hancock chats to Head of Insurance Richard Land about the types of insurance available, how to work out how much c…

‘The minute you stop work, you start a new life’: Carolyn & Jeff’s tips for retirement

Working at the Tax Office brought Carolyn and Jeff together – and years later, gave them the opportunity to retire together when both were offered redundancies from their executive roles. Ten years later, they’re living life to the fullest, with their super knowledge playing an important role in he…

Help and advice through super

Getting help and advice can help you achieve the lifestyle you want, both now and in the future. Everyone’s financial situation is different, so it can be tricky to know where to start and when to seek help. In this episode, host Shane Hancock chats to Head of Guidance and Advice Ross Ackland to br…

‘Don’t be scared of the numbers’: How Warwick’s planning his move from self-employed to semi-retired

After a decade working in corporate IT, Warwick knew his heart just wasn’t in it. He took a risk and decided to pursue his passion, becoming a self-employed professional speaker. While paying himself super wasn’t high on the priorities list, he knew the numbers were important and made sure to regul…

Your retirement questions answered

From how much super is enough to how your super is invested, there’s a lot to consider when it comes to retirement planning. In this episode, host Shane Hancock sits down with financial adviser Fern Havea to answer a range of commonly asked questions we receive from members approaching retirement. …

‘I never looked at preparing myself financially’: Kiriaki’s journey to retirement

During her working life as a teacher, retirement was the last thing on Kiriaki’s mind. Her super took a backseat as she faced the financial struggles of raising her young family as a single mother while working hard to pay the mortgage and bills. Now, a few years off 60 and enjoying semi-retirement…

Understanding downsizer contributions

Thinking about downsizing your home? Eligible Australian homeowners can boost their retirement savings by contributing money from the sale of their home into super. In this episode, host Shane Hancock chats with financial adviser Chelsea Fletcher about how downsizer contributions work, the eligibil…