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Retirement check-in
Retirement check-in
What does a retirement check-in cover?
A retirement check-in is a quick and easy way to access general advice and support about your existing Catholic Super account and how it’s placed to support your needs in retirement. It could be ensuring you're getting the most from your super account in the final run-up to retirement, looking at different account options for retirement, or a health-check for an existing retirement account.
Who is it for?
Retirement check-ins are designed for Catholic Super members aged 55 years and over – those who are preparing for, or already in, retirement.
No extra cost
Retirement check-ins are provided to Catholic Super members at no extra cost – it's just one of the ways we're helping you plan ahead with confidence.
Time for a retirement check-in?
Call us on 1300 655 002 or use this online booking form to select a time that works for you – one of our specialists will give you a call when it’s time for your check-in.
What we’ll talk about
Exactly what we cover in your check-in will depend on your needs, and whether you’re nearing retirement or already retired.
- Approaching retirement? We can cover:
- When you can access your super
- How to determine your retirement income
- Your options as you transition to retirement
- Nominating beneficiaries
Already retired? We can cover:
- Reviewing your investment choices
- Making sure your retirement income payments are working for you
- Checking your beneficiary nominations
Other handy tools and resources
If you’d like to do a little research of your own, this site is packed with tools and information to help you set yourself up for a retirement you’ll love. Make a start today with these handy tools…
1. Check if you're on track
Find out what your super balance should be at your age. See median balances by age and gender in Australia.
Compare your super balance
2. See how much you need
Our Retirement Lifestyle calculator can help you work out how much income you'll need in retirement and the savings required to achieve it.
Run the numbers
3. Find out if you have enough
Our Retirement calculator allows you to model your financial journey and see how long your money may last.
Try the calculatorEvents
Attending a seminar or webinar is a great way to learn more about your super, and have your questions answered by industry professionals.
Events
Attending a seminar or webinar is a great way to learn more about your super, and have your questions answered by industry professionals.
Knowledge hub
Ready to build your knowledge and grow your confidence? Discover our interactive modules on retirement, income streams, age care and more.
Knowledge hub
Ready to build your knowledge and grow your confidence? Discover our interactive modules on retirement, income streams, age care and more.
Financial advice and support services
Life’s a little different for everyone. That’s why we provide you with a wide range of support and advice options, so you can access the support you need, exactly when you need it.
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