Decisions for retirement

Do you qualify for the Age Pension?

Understand the assets test and other features of Age Pension eligibility.

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When is the right time to retire?

Think about what might impact the timing of your retirement.

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How much do you need to retire?

A guide to help plan how much you might need in retirement.

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When can you access your super?

Know the rules around when you can access your super.

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How to transition to retirement

Ways to keep earning while making the most of your super.

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Estate planning checklist

Future planning goes beyond retirement.

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Retirement calculator

Estimate how much money you may have when you retire and see how you can add to your retirement income.

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Managing your money

Do you have a power of attorney? 

Looks at why you may need a power of attorney as well as who may be suitable to appoint.

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Giving to your grandkids

Giving money, known as gifting, can be one way to help your children or grandchildren financially.

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Downsize to upsize your super

How selling your home could add to your super.

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How hard is it to run an SMSF?

Understanding some of the complexity, compliance and costs.

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Senior couple with their grandchild

Things you should know

This information linked from this page is intended to provide general information only and does not take into account your individual objectives, financial situation or needs. Taxation considerations are general and based on present taxation laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information. The Commonwealth Bank is also not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law. Commonwealth Financial Planners are Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169 AFSL 231139, a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124.