CLOSE

Opening a retirement account

Deciding what do with your super when you retire is one of the key financial decisions in life. An ANZ Staff Super financial adviser can help you get set up.

Opening an account

Here’s a guide to setting up an account in the ANZ Staff Super Retirement Section: either Transition to Retirement or Account Based Pension. We strongly recommend that members speak to an ANZ Staff Super financial adviser when approaching, starting or transitioning to retirement.

Step 1
Card image

Get ready

Step 2
Card image

Decide how much to invest

  • Combine your super into a single account first.
  • Choose how much to transfer from your super to start your account in the Retirement Section (noting that you must rollover at least $25,000 to commence an Account-Based Pension).
Step 3
Card image

Decide on your payment amount

  • Choose your income payment amount. Both account types have a minimum payment amount of 4% p.a. Transition to Retirement also has maximum of 10% p.a..
Step 4
Card image

Make your investment choice

  • Decide how you’d like your account balance invested.
  • Choose which investment option(s) you’d like your payments made from.
Step 5
Card image

Nominate your beneficiaries

  • Let us know how you want your benefit paid in the event of your death. You can also nominate a reversionary beneficiary who will continue to receive income payments from your account.
  • For more information about beneficiaries see the Retirement Section PDS.Opens in new window
Step 6
Card image

Complete and return the forms

Card image

Ready to retire?

Our low-cost, flexible pension options make it easy.

Convert your super into an income stream with our Account-Based Pension or Transition to Retirement pension.

Open a retirement account with us Opens in new window

Need some help? Our advisers can help you decide what’s best for you.

Call us now on 1800 000 086.

Disclaimer

ANZ Staff Superannuation (Australia) Pty Limited ABN 92 006 680 664 AFSL 238268 RSEL L0000543 (“Trustee”) is the trustee of the ANZ Australian Staff Superannuation Scheme, ABN 83 810 127 567 RSE R1000863 (“the Scheme” or “ANZ Staff Super”) and product issuer of ANZ Staff Super products for current and former ANZ staff and their partners.

The information provided on this website is general in nature and does not take into account your personal financial objectives, situation or needs. You should consider your objectives, financial situation or needs, and the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the ANZ Staff Super products before making any decision about ANZ Staff Super.

Any past performance information is given for illustrative purposes only and should not be relied upon as an indication of future performance.

This website is provided by the administrator, Australian Administration Services Pty Ltd (ABN 62 003 429 114). The Trustee pays a fee for the provision of this service, however this fee is not conditional on you using this service or acting on the information or advice provided through this service. This website was prepared in good faith and we accept no liability for any errors or omissions.