Planning for retirement

Planning for your retirement now will allow you to spend more time enjoying it and less time worrying about your finances. At BankSA, we have the right products, solutions and expertise to help you achieve that.

Managing your money

Managing and saving your money is key to planning for retirement. At BankSA, we have financial planners and a range of accounts designed to help you save, invest and access your money.

Solutions for those planning to retire

• Financial Planning

  With the added complication of changing tax and superannuation laws, it’s worth seeking the advice of an expert. Make an appointment to discuss your investment and superannuation options with a BankSA Financial Planner. A BankSA Financial Planner can tailor strategies to suit your situation and help you take advantage of saving through superannuation.

• BT Super for Life

  Choose the right BT Super for Life account for you, depending on your age, stage of life and financial objectives. When you want to start making withdrawals from your superannuation account as a source of income, you may want to consider a BT Super for Life – Retirement account, or a BT Super for Life – Transition to Retirement account.

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