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Two tall buildings facing each other where you can see a stormy sky. The building on the left has hexagonal-shaped windows while the building on the right has large rectangular windows. Two tall buildings facing each other where you can see a stormy sky. The building on the left has hexagonal-shaped windows while the building on the right has large rectangular windows.

Retirement funds – Trustee newsletter 2018

We’re proud to share another trustee newsletter with you. As a member of a Momentum Retail Retirement Fund, you will receive it every year.

We also share interesting facts about tax, give tips for your retirement planning, and even remind you to update your beneficiaries.



Two ladies in an office, one sitting on a red chair and the other on a dark grey couch. They are looking at a laptop screen discussing what’s on the screen.

Get tax savvy before February 2019

We all feel that we pay too much tax. Luckily there are clever ways to use tax breaks to your advantage, and the best thing is that it’s legal. You can maximise your tax benefits before 28 February 2019.

Learn more
Grandparents sitting with their granddaughter on the grandfather's lap. They are all smiling.

Goodbye retirement, hello rewirement

In years gone by, people used to work, regardless of their age, until they no longer physically could. The human race is living longer than ever before. Is retiring at 65 still viable or is rewirement the answer?

Learn more
A little girl and her father are playing with her dollhouse on the floor. Alongside the house is a little tent.

Updating your list of beneficiaries, and why you should care

A beneficiary is a person that you nominate to receive all or a percentage of the money from your policies or funds when you pass away. Can you remember who you listed as the beneficiary for every product that you own, and why should you care?

Learn more

In case you missed it

Find all our latest and previous newsletters, all under one, easy-to-find space, for your convenience.

Retail Retirement Funds Trustee Newsletter 2022

Learn more

Retail Retirement Funds Trustee Newsletter 2021

Learn more

Retail Retirement Funds Trustee Newsletter 2020

Learn more

Retail Retirement Funds Trustee Newsletter 2019

Learn more

Archived Trustee Newsletters

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