Take control of your retirement account
Discover the ways you can manage your retirement income account and learn more about how your payments work, making a withdrawal from your Flexi Pension, choosing your drawdown method, and how to nominate a beneficiary.
Income payments
Find out how payments work and see how you can adjust how much (and how often) you’re paid.
Withdrawals
Find out how to access extra money when you need it by withdrawing from your Flexi Pension account.
Beneficiaries
Find the rules for nominating a beneficiary to your account and learn what the possible tax and Centrelink implications may be.
Choose your drawdown method
If your Flexi Pension account is invested in more than one investment option, you can choose which options your payments and withdrawals come out of.
Our retirement advice team is here to help
Our team can help answer the questions you may have about your retirement income account.
We’ve been recognised as one of the best in the business for advice, having won Best Fund: Advice Services1 by external ratings agency Chant West in 2022, 2020, and 2019.
We’ve been recognised as one of the best in the business for advice, having won Best Fund: Advice Services1 by external ratings agency Chant West in 2022, 2020, and 2019.
Managing your retirement
The transfer balance cap
Discover more about the $1.9m cap on transferring money into what is known as the ‘retirement phase’ of superannuation.
Tax and your UniSuper retirement account
Most income payments are tax-free for everyone 60 years and over, but tax may apply in some cases depending on your age or your type of account.
Discover more about living in retirement
The information is of a general nature and doesn't consider your personal circumstances. Before making decisions, you should consider whether the information is appropriate for your circumstances otherwise seek financial advice.
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Things you need to know1 Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. 1280401 Chant West Awards issued 25 May 2023 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Awards are current for 12 months and subject to change at any time. Awards for previous years are for historical purposes only. Full details on Chant West Awards at https://www.chantwest.com.au/fund-awards/about-the-awards/