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Home / Retirement planning / Case studies

Case studies

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: When can I afford to retire?

Case study: Mid-life average income couple dreaming of a travel-filled retirement

Case study: When can I afford to retire?

Case study: Later-life divorcee using a transition to retirement strategy to rebuild super savings

Case study: When can I afford to retire?

Case study: Self-employed single seeking a comfortable and secure retirement income for life

Case study: When can I afford to retire?

Case study: When can I afford to retire?

Case study: When can I afford to retire?

My retirement planning diary (Part 2): My super fund-amentals

Case study: When can I afford to retire?

My retirement planning diary (Part 1): Donald you shrunk my retirement!

Case study: When can I afford to retire?

Case study: Should a wealth retiree start a super pension or draw on non-super investments first?

Case study: When can I afford to retire?

Case study: Recontribution of death benefits?

Case study: When can I afford to retire?

Case study: Combining new retirement products to maximise retirement income

Case study: When can I afford to retire?

Case study: Combining downsizer and non-concessional contributions

Case study: When can I afford to retire?

Case studies: Super death benefit nominations

We can all learn from the reflections and experiences of recent retirees

Case study: When can I afford to retire?

What I would do differently now: Retirement plans are shifting with the times

Case study: When can I afford to retire?

Retiree reflections: “If I had my time over again, when would I retire?”

Case study: When can I afford to retire?

Retiree reflections: Does your housing meet your retirement needs?

The following guides cover how much super is needed to generate particular incomes in retirement

Case study: When can I afford to retire?

How much super do I need to retire on $50,000 a year?

Case study: When can I afford to retire?

How much super do I need to retire on $60,000 a year?

Case study: When can I afford to retire?

How much super do I need to retire on $80,000 a year?

Case study: When can I afford to retire?

How much super do I need to retire on $100,000 a year?

The following guides cover how much income you could generate in retirement from particular super balances

Case study: When can I afford to retire?

Is $500,000 in super enough to retire on?

Case study: When can I afford to retire?

Is $2 million in super enough to retire on?

Case study: When can I afford to retire?

Is $1 million in super enough to retire on?

Case study: When can I afford to retire?

Is $700,000 in super enough to retire on?

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