LGS

Thinking about retiring?

If you’re considering retirement in the foreseeable future, here is a handy checklist to see how prepared you are.

Retirement planning checklist

Do you know how much money will you need before you can retire?

Yes No

Do you know what retirement options are available?

Yes No

Do you know if you are eligible for Centrelink benefits on retirement and how to maximise them?

Yes No

Do you have insurance to protect your income?

Yes No

Do you have insurance to protect your family in the event of you becoming physically incapacitated or if you die?

Yes No

Do you have a formal or informal financial plan in place?

Yes No

Do you know what investment strategy suits you best?

Yes No

Do your investments provide you with the appropriate
mix of growth and income?

Yes No
 

If you answered “no” to any of these questions, it might be a good idea to make an appointment to see one of our financial planners. Just call Member Services on 1300 LGSUPER (1300 547 873). Remember, because you’re a member of Local Government Super, any consultation is at no additional cost.

Read more about retirement planning.