Retirement Options

Whether you are about to retire or just thinking about it, Energy Super financial advisers can help tailor a financial plan that suits your retirement goals, needs and lifestyle.

When you retire there are several things to consider when deciding where to keep your retirement savings.

Consider:

• the amount of income you want
• how often you want to receive it
• your taxation position
• whether you or your partner wish to receive Centrelink or Department of Veterans Affairs payments
• if you wish to make further contributions to super.

Relax but keep your money working with an income stream.

Energy Super offers two income account options:

• An income stream when you retire and;
• An income stream while you transition to retirement

Both income streams require a minimum investment of $10,000, and in both cases income is paid into your nominated bank account, credit union or building society account each month.

*Temporary residents are excluded from setting up Income Stream accounts.

Our financial advisers are able to explain the differences between the two types of income streams available, help you with tax, Centrelink and other retirement and income matters at an agreed fee.

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Where can I find out more about preparing for my retirement?

• Talk to an Energy Super financial adviser
• Learn more about Transition to Retirement
• Use our retirement standard calculator to find out how much you need to support the lifestyle you want in retirement.
• Learn more about Income Stream