REI Super
SMSF / Your super checklist

Your super checklist


10 steps to a better balance

It only takes a few minutes to do the simple things that can make a big difference to your super savings. Use our super checklist to make sure your super is on track.

  • yellow tick on white-slow

    Check your contact details, including email and mobile phone numbers so you get information quickly and efficiently. Make sure beneficiaries are as you wish and you have supplied your tax file number (TFN) so you don’t pay more tax than you have to. 

  • yellow tick on white-slow

    If you've had more than one job, chances are you have more than one super fund. Let REI Super search for you.



  • yellow tick on white-slow

    Don't pay multiple admin fees, insurance premiums and investment fees. Roll all your super into REI Super and save.

  • yellow tick on white-slow

    As the fund for the real estate industry, REI Super is also a public offer fund, which means no matter where you go you can take your membership with you and continue to benefit from low fees, professional investment and great services. Just provide your new employer with your REI Super member number with the Choice of superannuation form. 

    pdf
  • yellow tick on white-slow

    Even if your payslip says so, it pays to check. It's easy, simply login to your account online to check contributions and your current balance. 

  • yellow tick on white-slow

    You'll be able to save more effectively if you know what you're working towards. Use our online tools to help you set a savings goal. Take a look at "How long will I live" and "Budget planner". And contact us for personal financial advice to help you work out how much you'll need in retirement and strategies for reaching your goals. 

  • yellow tick on white-slow

    Super is a great investment. If you've got spare cash, had a windfall, received a bonus or want to save tax through salary sacrifice, then super is a great option. 

  • yellow tick on white-slow

    Review your cover - and make changes as your circumstances change. 

  • yellow tick on white-slow

    A super pension gives you options leading up to and into retirement, keeping your money invested in super, managed by experts and with the tax advantages super brings – with access to a regular income.

  • yellow tick on white-slow

    Getting professional financial advice can make a big difference to your super savings. We can advise you on all sorts of topics, such as the most suitable investment option, a strategy for making your own contributions to super, the best level of insurance cover for your circumstances and how much you'll need in retirement.