Tools and calculators

Retirement tools and support

Guides

Retirement Budget Template

The retirement budget template can help you understand your potential costs and income needs.

Download

Care and Living with Mercer

Ageing care support and advice for Mercer Super members and their loved ones – so you can focus on enjoying life.

Get support

Retirement Income Strategy

Our Retirement Income Strategy has been designed as a roadmap to help simplify your journey to a secure financial future.

Download

Applying for government Age Pension

Download our guide on how to apply for the government Age Pension.

Download

Government Benefits for Seniors

Take advantage of other commonwealth and state-based benefits that can support your journey through retirement.

Download

Working in Retirement Guide

This guide can help you consider potential  impacts returning to work may have on your retirement income.

Download

Checklists

Retirement Lifestyle Planning Checklist

Our retirement lifestyle checklist can help you identify your needs and priorities.

Download

Financial Adviser Appointment Checklist

Download our checklist to prepare and get more out of your financial adviser appointment.

Download

Estate Planning Checklist

Our estate planning checklist may help you keep on top of things as you put your plan in place.

Download

Government Age Pension checklist

Explore our checklist for government Age Pension eligibility.

Download

Webinars

5 steps to retire with confidence

If you’re thinking about retiring in the next 5 to 10 years, this webinar is designed to help you take the first steps with confidence.

Learn the 5 steps

Are you retirement ready?

Thinking of retiring in the next 5-10 years? Find out if you're retirement ready, when you can access your super to set up a retirement income, and how you can get guidance and advice.

Find out if you're retirement ready

Other 'Preparing for Retirement' webinars

Take a look at the rest of our range of easy-to-understand webinars and online events.

Watch more webinars

Calculators

e-advice

Digital tool, including advice on choosing investment options.

Get advice

Early access to super - eligibility checker

Check if you are eligible to access your super early.

Check your eligibility

Insurance calculator

Calculate how much insurance your may need and the cost of premiums.

Use the insurance calculator

Retirement Income Simulator

Find out how much income you’re on track to receive when you retire, and how long it might last.

Simulate your income

Government Age Pension Calculator

Find out if you’re eligible for the government Age Pension and how much fortnightly income you might receive.

Use the age pension calculator

Commonwealth Seniors Health Card Eligibility

Use our quick calculator to assess your eligibility for the Commonwealth Seniors Health Card.

Assess your eligibility