Case study: Mid-life average income couple dreaming of a travel-filled retirement
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Case studies
Here you can find worked examples of retirement plans for a range of circumstances. These will help you see how different strategies can apply in the real world.
There are also reflections from current retirees who share their lived experience and what they might have done differently.
Set out below are case studies that relate to retirement planning
Case study: Later-life divorcee using a transition to retirement strategy to rebuild super savings
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Case study: Self-employed single seeking a comfortable and secure retirement income for life
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Case study: Combining downsizer and non-concessional contributions
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Case study: When can I afford to retire?
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Case study: Should a wealth retiree start a super pension or draw on non-super investments first?
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Case study: Recontribution of death benefits?
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We can all learn from the reflections and experiences of pre-retirees and recent retirees
My retirement planning diary (Part 1): Donald you shrunk my retirement!
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My retirement planning diary (Part 2): My super fund-amentals
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My retirement planning diary (Part 3): How much am I likely to spend in retirement?
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Retiree reflections: “If I had my time over again, when would I retire?”
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Retiree reflections: Does your housing meet your retirement needs?
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What I would do differently now: Retirement plans are shifting with the times
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The following guides cover how much super is needed to generate particular incomes in retirement
How much super do I need to retire on $50,000 a year?
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How much super do I need to retire on $60,000 a year?
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How much super do I need to retire on $80,000 a year?
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How much super do I need to retire on $100,000 a year?
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The following guides cover how much income you could generate in retirement from particular super balances
Is $500,000 in super enough to retire on?
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Is $2 million in super enough to retire on?
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Is $1 million in super enough to retire on?
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Is $700,000 in super enough to retire on?
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