Equip Super and TelstraSuper have signed a binding Heads of Agreement and agreed to proceed with a ‘merger of equals’ between the two funds.

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Let’s start planning your next chapter – today

Retirement is the start of a whole new chapter, but when it comes to the how, what and when – there’s a lot to consider. So even if your next chapter is still a little way off, now is a great time to start giving it the careful planning it deserves. And our team can help.

Our financial planners can help you plan and structure your next chapter, including:

  • assessing your cashflow, considering your income needs, and working with you to identify what your retirement may look like
  • maximising your investments to ensure they’re appropriate to your financial needs and your retirement objectives
  • tax-effective contribution strategies to help you achieve your best possible retirement 
  • forward planning of the sell-down of any investment assets outside of super
  • recommending strategies to help you reduce your work hours if you want to ease into retirement more gradually.
Planning ahead?

Getting a little help from the experts, and make a big difference to how you get to enjoy your next chapter.

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