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Retirement case studies

Is your investment strategy too conservative?

You may be tempted to invest more conservatively when you approach retirement. Before you do take a look at what Ben and Heather did five years from retirement and what impact that had on their retirement income.

Investing in a pension

Peter (age 60) decides he can live on an income of $27,500 each year during his retirement and looks at how he could do this using a pension and a non-super investment.

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Copyright © 2010 all rights reserved Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension and FirstChoice Employer Super from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and interests in the Rollover & Superannuation Fund and the Personal Pension Plan from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840 and interests in the Colonial First State Pooled Superannuation Trust ABN 51 982 884 624. FirstRate Term Deposits, FirstRate Saver and FirstChoice Margin Lending (made available through Colonial First State’s FirstChoice Investments and FirstChoice Wholesale Investments) are products of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (CBA), administered by Colonial First State. For FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Employer Super, FirstChoice Pension and FirstChoice Wholesale Pension, FirstRate Saver and FirstRate Term Deposits are held with CBA by the super fund on behalf of those members who take up this option.