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Retirement Income Strategy

Staff Writer - 3 min read

01 July 2022

three old man smiling

Our Retirement Income Strategy outlines how we can help our members who are retired or are approaching retirement, to achieve a range of retirement objectives, including:

Maximising your retirement income, and taking into account the Age Pension and any other income support payments
Managing your retirement income, the risk of outliving your savings and outlining the investment risks at different stages of retirement
Flexible access to your savings during retirement.

Our Retirement Income Strategy will continue to evolve over time and any future updates will be communicated to you. You can access the Retirement Income Strategy documents for the Super Retirement Fund and the SuperTrace Superannuation Fund below.

Super Retirement Fund members can access their retirement income strategy here.
SuperTrace Superannuation Fund members can access their retirement income strategy here.

Equity Trustees Superannuation Limited ABN 50 055 641 757 AFSL No. 229757 (we, our) is the Trustee of the Super Retirement Fund ABN 40 328 908 469 and the SuperTrace Superannuation Fund ABN 73 703 878 235 which are administered by AIA Australia Limited ABN 79 004 837 861 AFSL 230043 (AIA Australia).

This is general information and does not take into account your personal circumstances, financial objectives and needs. You should consider the appropriateness of this information in light of your circumstances and consider seeking professional advice before making a decision based on this information.

This information was prepared by AIA Australia Limited ABN 79 004 837 861 AFSL 230043 (AIA Australia). AIA Australia is part of the AIA Group. A copy of the Product Disclosure Statement can be obtained by contacting AIA Australia. This general advice has been prepared without taking into account your particular financial needs, circumstances or objectives. You should consider the appropriateness of this information in light of your circumstances. This advice is based on our understanding of current law as at July 2022, and is based on its continuance unless stated otherwise. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. AIA Australia do not actively monitor breach of superannuation contribution caps. You should keep track of the contributions made to your account in respect of the caps applicable to you. You should obtain professional advice before acting on the information contained in this communication. Taxation considerations are general and based on present taxation laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information. AIA Australia is also not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.