Defining retirement planning and goals

You’ve worked hard for your super, so now it’s time to understand how it works for you. 

Retirement comes with a lot of questions and that’s exactly why this episode of Super Insider exists. 

In this must-listen episode, Josh and Ruth from our Education team dive into the most common retirement FAQs we hear from members. They bust myths, break down options and give you the clarity you need to move forward with confidence. From growing your super to accessing it without fear, this conversation is all about keeping your super working hard for you, so you can focus on enjoying a stress-free retirement. 

Tune in to learn: 

02:30 - Planning your retirement income needs 

05:19 - Using forecasters to check progress 

06:38 - Growing super through contributions investments 

11:49 - Accessing super at preservation age 

13:38 - Choosing income versus lump sums  

15:41 - Thriving in retirement wellbeing 

20:57 - Getting guidance when decisions matter 

Whether retirement is around the corner or still a few years away, this episode will help you understand your options and feel empowered to take the next step. 

Explore more tools, calculators, events and guidance on our website: https://www.australianretirementtrust.com.au/  

🎧 Subscribe now and share the episode to start your journey towards a confident retirement. 

Product issued by Australian Retirement Trust Pty Ltd. Consider the PDS and TMD before deciding at art.com.au/pds. 

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CREDITS      

Joshua Van Gestel – Senior Manager, Education Delivery, ART 

Ruth Weaver - Team Leader – Key Client Education, ART 

The opinions and comments shared by people in this podcast are theirs alone, and they’re not necessarily shared by the Trustee. It uses information that’s accurate at the time of publishing.  

This is general information only. It’s not based on your personal objectives, financial situation or needs. So, think about those things and read the relevant Product Disclosure Statement and Target Market Determination at art.com.au/pds before you make any decision about our products. And if you’re still not sure, talk with a financial adviser.        

We issue this information and all Australian Retirement Trust products. When we say ‘we’, ‘us’, or ‘the Trustee’, we mean Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL 228975), trustee of Australian Retirement Trust (ABN 60 905 115 063).  

Any advice given is by representatives of ART Financial Advice Pty Ltd (ABN 50 087 154 818, AFSL 227867), wholly owned by the Trustee. As representatives, they may recommend ART products from time to time. So read the relevant Financial Service Guide at art.com.au/fsg to tell you about that advice and how they’re paid. 

Any information given by the guest speakers is provided as general information only and not financial advice.