retirement hub

retirement advice

Our retirement help service can support you to transition smoothly to enjoying life after work. Our team can take you through the financial options available, including Retirement Income Stream application support. We can also help you check your Centrelink entitlements.

help applying for the age pension

Applying for the Age Pension can be tricky and time-consuming. You could also miss out on your entitlement if you’re eligible for the Age Pension but delay your application. That’s one of the reasons why we’ve partnered with Retirement Essentials: to help ease the process for you.

Retirement Essentials are experts in helping people apply for and retain the Age Pension, and they can guide you through the application process. 

The best way to start is by using their free Age Pension Eligibility Calculator to work out if you could be eligible for the Age Pension, and how much you could receive. 

You can also get a quick overview of how the Age Pension works here.

What's next?

• You can engage with Retirement Essentials directly to progress your application, or
• You can talk to us first about your situation and needs. 

estate planning services

We’ve partnered with Estate First Lawyers to help you with all your estate planning needs. As a HESTA member, you’ll receive a discounted rate on estate planning services.
 

How the estate planning experts at Estate First can help

• Create or review your Will or Estate Plan
• Advice on estate planning for your super
• Asset protection for your estate
• Inheritance agreements 
• Estate planning for family trusts and SMSFs 
• Enduring Powers of Attorney, Medical Directives and more. 

Talk to Estate First Lawyers on 1300 132 567 for more information, including costs, or to book an in-person or online appointment. Mention you’re a HESTA member when you contact them to receive the discount. 

Find out more about estate planning services

Estate First Lawyers is a division of Corporate First Pty Ltd ABN 61 613 157 074.

Third-party services are provided by parties other than H.E.S.T. Australia Ltd and under the terms and conditions of those parties. H.E.S.T. Australia Ltd does not recommend, endorse or accept any responsibility for the products and services offered by third parties or any liability for loss or damage incurred as a result of services provided by third parties. You should exercise your own judgment about the products and services being offered.

Any cost for estate planning services will be paid by you directly and cannot be deducted from your  HESTA account. This cost will be agreed with your prior to your direct payment of the fee. HESTA does not receive any commissions for the estate planning services.