Retirement can mean different things to different people. Whether retirement is close by or a few years away, we'll help you plan a financially secure and flexible future for this exciting phase of life.

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Managing your retirement

A solid retirement income strategy stresses three core retirement goals: maximizing retirement income, managing risk for income stability and sustainability, and providing flexible access to retirement funds.

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Are you eligible for the Retirement Bonus?

The Retirement Bonus, or Pension Bonus Scheme, is a potential payment from legalsuper when you open a Pension account. As you contribute to your Super account, legalsuper sets aside funds to cover capital gains tax on your investments. When you switch to a Pension account, you won't owe any capital gains tax, and these savings may become your Retirement Bonus, added as extra credit to your account.  

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Your super and the Government pension

Super and Government Age Pension can work together to support your retirement finances. Understanding how these two sources interact is essential for confident retirement planning.  

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Common questions in the leadup to retirement might include:

  • When can I retire? When can I access my super?
  • When can I access the age pension?
  • What are my super income options, including fees & costs?
  • How much do I need to retire?
  • How much do I have to take out each year? 
  • How to get help and support?

Your retirement journey deserves the best guidance, and we're here to help every step of the way. Make a free 1:1 appointment with one of our dedicated Client Service Team.