Retirement Investment Planning: A Comprehensive Course

Retirement can be an exciting and anxious time in your life. With the right preparation, you can put steps into place to help you afford the retirement of your dreams and confidently make the most of your retirement years. Our retirement planning tutorial covers tips, tools and considerations in helping you prepare for and navigate a comfortable retirement, and implement wise retirement financial plans.

With Money101’s tutorial for how to plan retirement, you’ll be learning about retirement investment planning in an easy and enjoyable way.

Each module outlined here takes 10-15 minutes to complete. Our team of educators, designers and technology experts work together to ensure the content is engaging, accessible and fun!


When planning for your retirement, one of the decisions you may make is whether to downsize the family home. This can be an emotionally challenging time, but you also want to achieve a positive financial outcome. This module will help you prepare for selling your home.

Estate planning

Making sure that all your affairs are in order ensures that when you pass away, your wishes will be met. Your “affairs” are also known as your estate, and include money and assets. This module will help you understand the importance of estate planning.

Funding retirement

Understanding where your income will come from when you retire is an important part of planning your financial future. This module will give you the information you need on the various income sources to help you afford the things you want in retirement.

Income streams

Choosing to take your super as an income stream may be one option for your retirement, but it’s important to be sure the decision suits you and your circumstances. This module will discuss retirement income streams and how they might be a suitable alternative to taking your super as a lump sum.

Making a will

Having a will is one of the most important things you can do for your family. It can protect your dependants and allow you to decide what will happen to your assets when you die. This module will discuss the process of making a will, and how you can ensure that your wishes are carried out.

Retirement basics

Australians are living longer and retiring later, with some people spending more than a quarter of their lives in retirement. Making sure you have enough money to enjoy the retirement you want requires careful preparation. This module discusses the basics of preparing for your retirement.

Social security

Social security benefits are available to eligible individuals to help support them. If eligible in retirement, the Age Pension should be part of your considerations when planning for the future. This module provides general information the Age Pension.

Transition to retirement

Transition to retirement (also known as TTR), is a strategy to help ease into retirement. It’s a way to help potentially cut back on working hours and come to terms with lifestyle changes. This module provides some general information, to help you decide if a TTR strategy may be right for you.

Work Bonus

The Work Bonus allows working pensioners to keep more of their pension while they’re still working. This means pensioners are able to work for short periods with little or no impact on their pension – most people of Age Pension age are eligible. This module provides the essential details.

Learn how to plan for retirement, with Money101

At Money101, we’re passionate about equipping Australians with the knowledge and confidence to make informed decisions regarding their retirement years. With proven experience, Money101 is the perfect tutorial for achieving the retirement of your dreams.

Learn about our other financial literacy training courses, or browse our Money101 module catalogue for a detailed breakdown of the categories we cover. You can also learn more about how our financial education modules work, and how they’re delivered in a way that is convenient, reliable and affordable.

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