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When I'm at work: retirement planning - Supported employee's workbook


Meeting 6 - Planning for my retirement checklist

Planning for my retirement checklist

These are some of the things I need to do before I retire.

Collect more information about planning for retirement.

Decide if I want to retire.

Decide what age I want to retire.

Talk to family, friends, support workers and advocates about retirement.

Think about hobbies and sport I might do when I don't come to work.

Talk to a financial advisor.

Talk to Centrelink about pensions and concessions.

Talk to my employer about my superannuation.

Talk to the superannuation people about how much superannuation I have and when I can receive it.

Decide where I will live.

Get my important information up to date and in a safe place.

Make a will.

Remember, you are the best person to make plans for retirement and there are lots of people who can help you plan for your retirement.

Contacts and resources

There are lots of print and electronic resources available about planning for retirement. Many of these are available free from government, financial and retirement advisory services. Check your local directories for information available in your community.

The list below provides some examples of places that may be relevant to you:

Adult Community Education (ACE) – check the local phone book

Association of Independent Retirees, ph (02) 6290 2599 ph 1800 063 304 (Membership)

Australian Taxation Office (ATO)

Australian Government ph 13 10 20


Department of Families, Housing, Community Services and Indigenous Affairs – check the local phone book

Department of Health and Ageing, ph 13 21 50

Financial Planning Association of Australia Ltd, ph 1800 626 393

Home and Community Care (HACC), check the local phone book

Independent Living Centres Australia Inc.

Medicare Australia, ph 13 20 11

National Seniors Association, ph 1800 801 181 (travel -free call) ph 1800 175 500 (seniors cards)

National Information Centre on Retirement Investments (NICRI)

Open Learning Australia (OLA), ph 1300 363 652

Seniors Enquiry Line, ph 1300 135 500

Trustee of Australian Superannuation

University of the Third Age (U3A) – check the local phone book

Yellow Pages phone book

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