Case study: Mid-life average income couple dreaming of a travel-filled retirement
This is a premium article, requiring a subscription or purchase to access fully.
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
This is a premium article, requiring a subscription or purchase to access fully.
Case study: Self-employed single seeking a comfortable and secure retirement income for life
This is a premium article, requiring a subscription or purchase to access fully.
Case study: Combining downsizer and non-concessional contributions
This is a premium article, requiring a subscription or purchase to access fully.
Case study: When can I afford to retire?
This is a premium article, requiring a subscription or purchase to access fully.
Case study: Should a wealth retiree start a super pension or draw on non-super investments first?
This is a premium article, requiring a subscription or purchase to access fully.
Case study: Recontribution of death benefits?
This is a premium article, requiring a subscription or purchase to access fully.
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!
This is a premium article, requiring a subscription or purchase to access fully.
My retirement planning diary (Part 2): My super fund-amentals
This is a premium article, requiring a subscription or purchase to access fully.
My retirement planning diary (Part 3): How much am I likely to spend in retirement?
This is a premium article, requiring a subscription or purchase to access fully.
Retiree reflections: “If I had my time over again, when would I retire?”
This is a premium article, requiring a subscription or purchase to access fully.
Retiree reflections: Does your housing meet your retirement needs?
This is a premium article, requiring a subscription or purchase to access fully.
What I would do differently now: Retirement plans are shifting with the times
This is a premium article, requiring a subscription or purchase to access fully.
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?
This is a premium article, requiring a subscription or purchase to access fully.
How much super do I need to retire on $60,000 a year?
This is a premium article, requiring a subscription or purchase to access fully.
How much super do I need to retire on $80,000 a year?
This is a premium article, requiring a subscription or purchase to access fully.
How much super do I need to retire on $100,000 a year?
This is a premium article, requiring a subscription or purchase to access fully.
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?
This is a premium article, requiring a subscription or purchase to access fully.
Is $2 million in super enough to retire on?
This is a premium article, requiring a subscription or purchase to access fully.
Is $1 million in super enough to retire on?
This is a premium article, requiring a subscription or purchase to access fully.
Is $700,000 in super enough to retire on?
This is a premium article, requiring a subscription or purchase to access fully.
Try our step-by-step guides
It’s always easier to make progress when there are simple steps you can follow. Our step-by-step guides will give you clarity over what you can do to transform your super, as well as plan, prepare for and start retirement.