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Planning for your retirement – we’re here to help

Our retirement income strategy

 

Deciding when to retire is a big decision and one that is different for everyone

Most members have at least one common goal and that is to make sure they have the right level of income and flexible access to that income throughout their retirement. It can be a bit of a balancing act.

Planning is easy with the right support

So, whether you are planning your retirement or are already retired, there are a range of assistance and retirement income options to support your individual retirement journey.

Assistance

Wellness Hub: This is an online space where you can access articles on the key aspects of your superannuation. The content will expand over time, making this a key reference source. Examples of the types of articles that can be found on the Wellness Hub include:

  • Asset classes typically available within superannuation
  • Investment risk and return in superannuation
  • Easy ways to grow your super
  • Superannuation and nominating a beneficiary

You can access the Wellness Hub today by clicking here.

Retirement Planner: This is an online calculator, within the Wellness Hub, that allows you to enter information about your individual circumstances. Based on this information, the planner will project your superannuation balance and retirement income inclusive of the Age Pension and other assets outside of super, under variable contribution and drawdown strategies.

You can access the Retirement Planner today by clicking here.

Retirement income options

Account-based pension: This is a flexible retirement income stream purchased with superannuation savings. An account-based pension provides flexible access to expected retirement income through either regular drawdowns, or one-off payments. This option does not currently exist within the fund. However, we are committed to exploring an account-based pension option for members. If you are planning to retire in the next 12 months, please contact us to discuss your options.

Age Pension: Based on your assets and income, you may be eligible for all or part of the Government Age Pension. If eligible, the Age Pension can provide you with an indexed income for life, regardless of market fluctuations.

You can find out more information on the Age Pension by clicking here

If you need assistance to plan your retirement, please contact us

Contact details

About Slate Super: We believe technology can do some things better than people. That’s why we created a modern, mobile-first superannuation fund, to help you reach your financial goals faster.

Phone number: (02) 8074 1772
Further contact details: Available at: https://slate.co/contact/

Disclaimer: The information in this document is general information only. It has been prepared without taking account of your personal circumstances, financial situation or needs. You should consider the disclosure documents[1], and obtain appropriate financial and taxation advice, before deciding whether Slate Super is right for you.

This document is provided by and authorised for distribution by Diversa Trustees Ltd ABN 49 006 421 638, AFSL 235153, who acts as the Trustee of Grosvenor Pirie Master Superannuation Fund – Series 2 (ABN 32 367 272 075; RSE Registration R1001204) (“GPMSF-2”).

Effective Date: 1 July 2022

[1] The relevant disclosure documents include the product disclosure statements (‘PDS’), financial services guide (‘FSG’) and target market determinations (‘TMD’).