Life is busy for people on the move. Personal advice takes into account your personal circumstances, including your super balance and what you want to achieve, to help you get the outcomes you want.

Members commonly seek more personalised advice when they start making decisions about how long they wish to continue working or when they have a lifetime event (such as the birth of a child).

Factors such as how to use super in retirement, eligibility for the Centrelink Age Pension, and who should be the beneficiary of their super and retirement accounts come into sharp focus. It is at this point that many of our members decide to seek financial advice through TWUSUPER.

Below, we outline three possible advice scenarios.

Please note that these are examples only, and outcomes/benefits of each example depend on individual circumstances and may vary. Click on the link below that applies best to you.

Steven, aged 66 and about to retire

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Lian, aged 60 and plans to retire in the next few years

View case study

Amerjit, aged 60 and still working full-time

View case study