If you’re planning to retire within the next decade or so, it’s not too late to change the trajectory of your super balance.
Our tips can help you manage your super account with confidence and cut through the jargon to retire with more.
Keep in mind that if you’re married or have a long-term partner then coordinating your actions is important. Tips that don’t work for you could be relevant for your spouse.
Housekeeping tips
1. Get familiar with myGov
MyGov is your source of all the information the Australian Taxation Office (ATO) has about your super, and that’s a lot. Log in and link the ATO service, if you haven’t already. Then, under your linked services, click to go to the ATO.
You can select the ‘Super’ menu to see details of your super fund(s) including any lost super or accounts you have forgotten about. There’s also a wealth of other information including any available carry-forward concessional contributions you may have, your employer’s contributions, and your total super balance.
You can even combine your super accounts using the service. Take some time to explore.
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