Our Financial Planners help explain key topics on super, bringing super subjects to life. We cover super, retirement, Age Pension and KiwiSaver Transfers.
Did you know your super doesn’t automatically form part of your estate if you die before you can spend it? Our financial planning team explains how binding nominations work, how long they last, and why you should consider signing one.
We talk about why you should plan for retirement and examine this from the perspective of different age groups. It's never too early or too late to plan for retirement. Listen our member stories and a discussion between our financial advisers.
If you have reached the age of 60 and still working, you may consider opening and using a TTR account. Our financial team explain how a TTR account works and how it has been used to benefit some of our members with real life case studies.
In the latest edition of First Talk, First Super’s financial planning team discuss the benefits of setting up a Retirement Income account (also known as an Account-Based Pension). They explain how it works, and share how it could work for you.
When you come to retirement, when can you access your super and what should you do with it? Andrew and Jayson discuss the options you have and the tax benefits of TTR and Retirement Income accounts and how this compares with putting all your money into a bank account.
^Financial advice will be provided by or through Industry Fund Services Limited (ABN 54 007 016 195, AFSL 232514) and may be free of charge to you.
The information is these videos were correct at the time of publication but may have changed since then. Updated information about superannuation, the age pension and the retirement standard are available via the websites below:
Everyone’s superannuation needs and financial situations are different. First Super members can access personal advice related to their First Super account at no additional cost. Want to learn more? Contact our Financial Advice Team today.