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Retirement stories

Examples of how people in different situations meet their retirement needs.

case study profile barbara

Barbara

Retired with $50,000 in super

Find out how Barbara – a single retiree with adult children – used the advice from her Industry SuperFund to top-up the Government Age Pension by drawing on her super balance gradually. This allowed her super to continue to grow during the first 5 years of her retirement.

Read on...

case study profile chris

George

Retired with $200,000 in super

See how George – a married retiree – used the advice from his Industry SuperFund financial planner to top-up the Government Age Pension by drawing on his super balance, while allowing his super to remain invested in retirement.

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case study profile debbie

Debbie

Retired with $400,000 in super

Read how Debbie – a separated, former teacher with a long superannuation history – benefited from the advice of her Industry SuperFund financial planner to use the Government Age Pension to top-up her super income, while still allowing her super to remain invested in retirement.

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case study profile anh susan

Anh and Susan

Retired with $800,000 in super

Discover how Anh and Susan – a married couple with a comfortable super balance and an investment property – acted on the advice of their Industry SuperFund financial planner to optimise their rental and super incomes, and allow their super to remain invested in retirement.

Read on...

 

Not actual members. Their stories have been created for illustrative purposes.

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