Our retirement income strategy
Our strategy outlines our approach to helping you achieve and maintain a balance between three key objectives:
- Maximising your retirement income
- Manage risk to achieve income stability and sustainability
- Flexible access to funds in retirement
At legalsuper, we understand the importance of providing our members with clear and concise guidance as they prepare for retirement.
This page provides a summary of our strategy, which we hope will assist our members in making informed decisions about their retirement.
Our strategy outlines our approach to helping you achieve and maintain a balance between three key objectives:
- Maximising your retirement income
- Manage risk to achieve income stability and sustainability
- Flexible access to funds in retirement
Need more information or support?
- We offer a range of resources to help you plan for retirement and make informed decisions about your super:
- Financial and super-related content including webinars and infographics available on our website;
- Phone and email support for general advice and guidance;
- Retirement projection tools and calculators that project future income levels, account balance, likely Age pension eligibility and life expectancy probabilities.
- Seminars and online information including strategies to increase superannuation account balances, budgeting, planning for retirement and Transition to Retirement (TTR) information including case studies;
- Our Client Service Managers provide factual information, general advice or a Statement of Advice (SoA) on the TTR product and conduct both virtual and in person meetings;
- Members can access AdvisorOnline through our MemberAccess portal which provides advice to help budget, set income goals and create a plan to achieve the income they require in retirement.