Get everything in order to maximise your super. Check if we have a record of your Tax File Number and beneficiaries, as well as how much you are contributing to super and if you have any personal insurance within super. At the end you’ll get a checklist of anything you should follow up on to get your super in shape.
Check how much income you could have each year in retirement based on your current situation, and any changes you want to make to your contributions, retirement age and super investments. You’ll get a report detailing your preferred scenario and how you got there.
Within your super you can choose how your money is invested. You’ll be asked some short and simple questions. Based on your answers, we recommend how your money held with Rest should be invested. If you’re happy with that recommendation, you can switch straight away.
Get a recommendation for the types of personal insurance cover you will need and how much cover you may require. On completion you will get a document with the information you need so that you can talk to insurers and get quotes on the likely premiums (costs) for that cover.
Work out whether you should be salary sacrificing or contributing after-tax dollars. On completion you’ll get a recommended amount to salary sacrifice and/or contribute after-tax each payday along with instructions on how to do it.
Rest Advice is all about helping you make the right decisions with your super and money today.
There is no additional cost for Digital and simple phone advice, it’s all part of being a member of Rest.
with and showed a lot of patience towards us whilst explaining everything."
highly professional in my dealings with her. She was a great assistance in helping me clarify my situation and determine the best way forward. I would commend her highly."
and I felt confident after talking to him I made the right choices in regards to the changes I made to my super."
and open, and she was very easy to talk to. I'd more than happy to ask her for help again in the future."
See how much super you could have to spend in retirement and explore different ways to help boost your super balance
Attend a Rest event to gain clarity on your super, define what's important for you and how to invest for your future goals
