Retirement Planning

The following modules will help you work through some of the key things to think about when planning for your lifestyle when you finish working.  
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Funding retirement

This module covers the various income sources available to fund your retirement, how to budget for your retirement and the role the age pension may play.

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Retirement basics

This module covers things to think about when planning for retirement such as setting goals, reviewing your financial position and what to do if you’re not on track.

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Social Security

This module covers who can qualify for an Age Pension, the Age Pension rates, how the means and asset tests work and how to claim the Age Pension.

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Estate planning

This module covers what your estate is and what’s included, the importance of having a will, what a beneficiary and more.

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We're here to help

At TelstraSuper we’re here to help you build a secure financial future. TelstraSuper Financial Planning has a team of phone based Advisers who can provide you with simple advice about your super account. Contact us on 1300 033 166 or fill in our online contact form. There's no additional cost for our phone based service as this is included in your TelstraSuper membership.

Learn about TelstraSuper Financial Planning

Any general advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before you act on any general advice on this website, you should consider whether it is appropriate to your individual circumstances.