Simple steps for getting organised
During our busy working years, it’s easy for personal paperwork to slip way down on the priority list. And even when we do have time, most of us would rather do just about anything else.
22 Sep 2026
That’s where a steady, supported approach can help. Getting organised doesn’t need to be a headache. By focusing on a few key areas, you can make meaningful progress, one step at a time.
The Retirement Ready My File is a practical tool designed to help you bring everything together in one place.
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Take a moment to review your legal documents
If you already have a Will, that’s a great start. It’s worth checking that your Will and any related documents – such as Power of Attorney and Enduring Guardianship – are in place and up to date.
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Bring your important papers together
Knowing where your important documents are can save time and worry later. This includes things like your Birth Certificate, Will, Power of Attorney, insurance policies and your superannuation details. Clearly labelling and storing these documents makes them easier to locate when they’re needed.
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Make information accessible for someone you trust
Having a central record of the bills you pay, who your service providers are and where information can be found can make a real difference if someone needs to step in unexpectedly.
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Keep a record of your assets and liabilities
A summary of your main assets and liabilities is an important part of staying organised. This is often one of the first things an executor will need in the event of your death. Once you’ve put this together, take the time to show a trusted person how you’ve organised your records so that they'll know exactly where to look if they need to.
Learn more from the Retirement Ready – Getting Organised online module where you can download My File – your editable PDF designed to be your go-to information file.
We’re here to support you to take confident steps toward the future, at a pace that works for you.