Planning for retirement

Planning for your retirement now will allow you to spend more time enjoying it and less time worrying about your finances. At St.George, we have the right products, solutions and expertise to help you achieve that.

Managing your money

Managing and saving your money is key to planning for retirement. At St.George, we have financial planners and a range of accounts designed to help you save, invest and access your money.

Self managed super funds (SMSF)

A Self Managed Superannuation Fund (SMSF), also known as Do It Yourself (DIY) Super, is a Superannuation Fund you establish and run yourself.

Many Australians are now choosing to manage their own superannuation. The advantages of managing your own fund include greater control over your investment strategy, choice and diversity of investment assets and potential tax savings that can be rewarding both personally and financially.

See if a SMSF is right for you and what St.George offers.

Protect your retirement

Protecting your wealth is just as important as building it. Life insurance can protect you and your family in the event of unexpected circumstances. It provides financial cover you if you pass away or diagnosed with a terminal illness. Life insurance can provide a lump sum to help cover outstanding debts or provide for dependants.

• Life Insurance

Solutions for those planning to retire

• Financial Planning 

  With the added complication of changing tax and superannuation laws, it’s worth seeking the advice of an expert. Make an appointment to discuss your investment and superannuation options with a St.George Financial Planner. A St.George Financial Planner can tailor strategies to suit your situation and help you take advantage of saving through superannuation.

• BT Super for Life

  Choose the right BT Super for Life account for you, depending on your age, stage of life and financial objectives. When you want to start making withdrawals from your superannuation account as a source of income, you may want to consider a BT Super for Life – Retirement account, or a BT Super for Life – Transition to Retirement account.

• Life Insurance

  Life insurance can protect you and your family in the event of unexpected circumstances. It provides financial cover you if you pass away or diagnosed with a terminal illness. Life insurance can provide a lump sum to help cover outstanding debts or provide for dependants.

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