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November 2025 Retirement planner newsletter

Epic Retirement Tick: Which pension funds pass the test?
The Epic Retirement Tick rates funds on 18 measures, not just fees and performance. See which six funds passed, and which didn’t. Read more.
Epic Retirement Tick: Which pension funds pass the test?
The Epic Retirement Tick rates funds on 18 measures, not just fees and performance. See which six funds passed, and which didn’t. Read more.
How to budget for retirement, using real spending figures
Unsure whether you have enough saved to retire? Working out your retirement budget beats guessing, and shows what to do if it doesn’t add up. Read more.
How to budget for retirement, using real spending figures
Unsure whether you have enough saved to retire? Working out your retirement budget beats guessing, and shows what to do if it doesn’t add up. Read more.
Getting financial advice? What your adviser needs to provide
Financial advice is strictly regulated, so it pays to understand what you can and can’t expect from an adviser before you set up your first meeting. Read more.
Getting financial advice? What your adviser needs to provide
Financial advice is strictly regulated, so it pays to understand what you can and can’t expect from an adviser before you set up your first meeting. Read more.
What is the value of financial advice when it comes to your retirement?
It’s easy to put off getting financial advice when your focus is on paying the monthly bills, but delaying or not getting advice can have huge financial and personal costs… Read more.
What is the value of financial advice when it comes to your retirement?
It’s easy to put off getting financial advice when your focus is on paying the monthly bills, but delaying or not getting advice can have huge financial and personal costs… Read more.
How a transition to retirement (TTR) pension works
If you’re over 60 and not ready to retire but want extra cash to top up your super, a transition to retirement (TTR) pension could help. Read more.
How a transition to retirement (TTR) pension works
If you’re over 60 and not ready to retire but want extra cash to top up your super, a transition to retirement (TTR) pension could help. Read more.

The Epic Retirement Tick: Why it matters and which funds earned it

Thursday 20 November 2025 at 11:00 am AEDT

Only six super funds have earned the Epic Retirement Tick – a new benchmark recognising funds that deliver strong support for members before, during and throughout retirement.

Join Ian Fryer from Chant West as we unpack what the Tick measures, why it matters, and which funds truly deliver on their promise to support you for life after work.

Q: If I transition to a retirement income account am I still eligible to use bring-forward and carry-forward options to increase my pension pot?

A: Yes, you can still use carry forward and bring forward contribution rules if you have a transition to retirement pension. Contributions must be made to your accumulation account. Pension accounts (including transition to retirement pensions) can’t accept contributions.

Getting closer to retirement sharpens the focus on building your balance and can bring the peak of your potential to save. If your 30 June balance was less than $500,000, take the time to consider turbocharging your super and tax savings by contributing more than the usual annual cap with carry-forward.

Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.

Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.