How to easily manage your retirement fund

Now that you've reached this exciting milestone, managing your retirement fund should be easy and hassle-free. We recommend using our MemberAccess portal and Mobile App as the best tools for the job. They can help you control your account from anywhere, anytime, with just a few clicks.

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Managing income payments

Regardless of your chosen legalsuper pension, you will receive income payments through Electronic Funds Transfer (EFT) to your personal bank, building society, or credit union account. You are not locked into any payment amount or frequency, and you can adjust your payments throughout the year to suit your requirements.

Choose from the following payment frequencies:

  • Yearly (paid on the 28th of June unless otherwise specified)
  • Half-yearly (paid on the 28th of the relevant month – paid in June & December unless otherwise specified)
  • Quarterly (paid on the 28th of each quarter - March, June, September & December)
  • Monthly (paid on the 28th of each month)
  • Fortnightly (paid according to the schedule below):

Please note that yearly payments are not available in July.

Year 2024

Month Date
May  2nd, 16th, 30th
June  13th, 27th
July 11th, 25th
August 8th, 22nd
September 5th, 19th
October 3rd, 17th, 31st
November 14th, 28th
December 12th, 24th

Year 2025

Month Date
January 9th, 23rd
February 6th, 20th
March 6th, 20th
April 3rd, 17th
May 1st, 15th, 29th
June 12th, 26th
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Topping up your retirement account

If you want to add more money to your pension account, you can do so by recommencing the pension account with the new balance. To explore this option, please book a meeting with our Client Services team to discuss the tax implications.
Book a meeting

Investment mix

It’s important to review your investment mix during retirement to ensure that you stay on track and meet your retirement savings goals.

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Your beneficiaries

By nominating a pension beneficiary you can decide who receives your retirement savings, as your super and pension benefits aren’t automatically included in your estate or Will. The only direct way to leave your super to the beneficiaries of your Will is to let us know these beneficiaries or to nominate one as a binding beneficiary.

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Do all this online with MemberAccess or the Mobile App

From anywhere, anytime, with just a few clicks, use MemberAccess or the Mobile App to:

  • Check balances and transactions - Monitor your account balance and review transaction history.
  • Manage investments - Keep track of your investments and make changes as needed.
  • Check correspondence - Access essential documents and correspondence related to your retirement account.
  • Check and update bank and personal details - Ensure your contact information is up to date for seamless communication.

Use MemberAccess or our Mobile App for easy management of your retirement income.


Need more help? Contact our Client Services team

As a member, you can get personalised support from our Client Services team at no cost or obligation to assist with your retirement goals.
Book a meeting