Retirement Toolkit

Retirement Toolkit


Think big. Start small. Act now!

Saving today for financial independence tomorrow.

This file provides members with a safe place to keep newsletters and other important documents relating to their benefits, retirement and death. It also includes valuable tools and information to enable you to make decisions and manage your financial well-being.

This toolkit could mean the difference between you retiring comfortably without any impact on your current lifestyle, or not having enough money to enjoy your later years.


Newsletters

Newsletters

Filled with useful information.


Click here to view your Woolworths Group Retirement Fund Newsletters.

READ NOW

Trustees

My Trustees for 2017

The Trustees that have been elected by the members and appointed by Woolworths.


The Trustees of a retirement fund have a responsibility to monitor and manage the Fund’s investments in accordance with set laws that tell them how a fund’s assets may be invested.

The Fund’s member-elected trustees are available if you would like to talk to them about Fund issues, queries, etc. Please feel free to contact them via telephone or e-mail.

TRUSTEES

Forms

Forms

Forms to help you manage your retirement savings.


Additional Voluntary Contributions (AVC) Form – Save even more with the Fund.

Beneficiary Nomination Form – Allocate your death benefits when you die.

Death-in-Service Nomination Form – Choose a beneficiary in case you die whilst working.

Investment Switching Form – Change how your Fund credit is invested.

VIEW ALL FORMS

When I Die

When I Die

When you pass away there are many things that need to be
taken care of.


This work sheet will help those left behind to close off your estate.

Download the PDF


Last Will and Testament

My Will

Last Will and Testament


This is a will which lets everyone know what should be done with your assets when you die.

Download the PDF

Living Will

Living Will


This is a living will – a testament to one’s wishes in the event of being unable to communicate while dying.

Download the PDF