Plan for your retirement.
- Calculate your annual income after retirement
- Start a superannuation savings plan
- Learn smart ways to boost your superannuation
- Budget for your retirement with confidence
View the calculators available on the MoneySmart website.
Retirement Account FAQs
The Retirement Account is an interest earning and everyday transaction account rolled into one. Whether it be buying coffee or dinner with your Visa card, receiving your pension or other payments, sending money in an instant^ with PayID or paying your bills through BPAY or direct debits - this account can do it all.
To be eligible to open a Retirement Account you must receive a superannuation pension, be a self-funded retiree, an age pensioner or receive the Mature Age Allowance.
The Retirement Account has a stepped interest rate so the more you save, the more interest you earn. Fees are offset by your monthly fee allowance which is based on your relationship portfolio value and the number of years you have been a member. For further information refer to our Fees and Charges Guide.
Please read this important information.
^ | Faster transfers are available between participating banks, a full list of participating banks is available here. |
Existing members can open a Retirement Account account through Internet Banking or the Mobile App. New memberships can be opened online, by visiting your nearest branch or by calling us on 13 25 85 for more information. New members will need either a Drivers Licence or an Australian Passport, or a Birth Certificate and either a Medicare Card or Student Photo ID (if full time student) to open a new account.