Equip Super

Many retirement-age Australians are eligible for concession cards but do not apply. This type of support should not be underestimated, as it can significantly reduce your expenses: https://bit.ly/4i5Tmnk

They say death and taxes are inevitable. But that doesn’t make it any easier to talk about inheritance, and the specific rules that apply to assets passed down within families. This module will explain the basics: https://bit.ly/4jN2G0U

Coming to your inbox soon: we've taken the guesswork out for you and prepared a mid-year snapshot of your account. It's like an annual statement, but super-powered because you’ll also get tips, personalised information, and shortcuts to help get on top of your super.

Take a look at our latest investment update for the three months and calendar year end to 31 December 2024. You’ll find out about Fund performance, what markets have been doing, as well as the economic outlook: https://lnkd.in/geBsWv_S

When thinking about how much super you’ll need for your retirement, it’s important to keep in mind that most Australians will combine income from super drawdowns with Age Pension payments in their retirement: https://bit.ly/4aMezjE

From all of us at Equip Super, we wish you happy holidays and a Happy New Year! Our Helpline will operate at the reduced hours of 8am-6pm AET during 24—31 December, and closed on all public holidays during this period. We’ll return to our normal hours (8am-8pm AET, Monday to Friday) on Thursday 2 January 2025. We hope you enjoy the holidays, and look forward to supporting you in 2025.

Missed our annual member meeting? Our video recording, meeting minutes, and Q&As are now available on our website: https://lnkd.in/g__e4QFv

The Boards of Equip Super and TelstraSuper have signed a binding Heads of Agreement to proceed with a ‘merger of equals’ between the two funds. Learn more: https://bit.ly/3Bj1b9l

Did you know your super can work with the Age Pension to provide you with a retirement income? Find out more, and see if you qualify, with our retirement calculator: https://bit.ly/3UKewxZ

Take a look at our latest quarterly investment update to 30 September 2024 and find out more about Fund performance, recent market activity and the economic outlook: https://lnkd.in/gbdqEnjW