All Countries
Corporate Governance
Retirement Statement Letter

Retirement Statement Letter Generator for Australia

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Retirement Statement Letter

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Retirement Statement Letter

"I need a Retirement Statement Letter for a senior executive in the mining sector who will be retiring on March 15, 2025, but will continue as a part-time consultant for 12 months; the letter needs to include details about their retirement package and ongoing consultancy arrangement."

Celebrated by
Collaborations with
Investors
Document background
The Retirement Statement Letter is a crucial document in Australian employment practice that formalizes the retirement process between an employer and employee. It is typically issued when an employee has formally notified their intention to retire or reached mandatory retirement age (if applicable). The document serves multiple purposes: it confirms the retirement date, outlines final entitlements, addresses superannuation arrangements, and details any post-retirement benefits or obligations. This letter must comply with various Australian regulations, including the Superannuation Industry (Supervision) Act 1993, the Fair Work Act 2009, and relevant privacy laws. The Retirement Statement Letter also serves as an important record for both parties, potentially required for superannuation claims, tax purposes, or future reference. It should be drafted with careful attention to detail, ensuring all financial and legal obligations are accurately represented and all required information is included as per Australian employment law.
Suggested Sections

1. Letter Header: Company letterhead, date, and recipient's contact details

2. Subject Line: Clear indication that this is a retirement statement/confirmation

3. Opening Statement: Formal acknowledgment of the employee's retirement request/decision

4. Employee Information: Employee's name, position, department, and employment duration

5. Retirement Details: Effective retirement date and last working day

6. Financial Information: Basic summary of superannuation status and any company-specific retirement benefits

7. Final Entitlements: Overview of final pay, leave entitlements, and other mandatory payments

8. Handover Requirements: Brief outline of any handover expectations or requirements

9. Closing Statement: Expression of appreciation and good wishes

10. Signature Block: Authorized signatory details and company representative information

Optional Sections

1. Post-Retirement Benefits: Details of any continuing benefits like health insurance or club memberships - include if applicable

2. Consulting/Advisory Role: Information about any post-retirement consulting arrangements - include if agreed

3. Recognition of Service: Special mention of significant achievements or contributions - include for long-serving employees

4. Exit Interview: Information about exit interview arrangements - include if company policy requires

5. Company Property Return: List of company assets to be returned - include if applicable

6. Retirement Celebration: Details of any planned retirement celebrations or ceremonies - include if arranged

Suggested Schedules

1. Final Entitlements Calculation: Detailed breakdown of all final payments including leave, bonuses, and other entitlements

2. Superannuation Statement: Current superannuation balance and relevant fund information

3. Benefits Summary: Comprehensive list of post-retirement benefits and their terms

4. Handover Checklist: Detailed list of tasks and responsibilities to be handed over

5. Contact Information Sheet: Important contact details for HR, superannuation, and benefits administrators

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant Industries

Financial Services

Healthcare

Education

Manufacturing

Mining

Public Sector

Retail

Technology

Professional Services

Construction

Agriculture

Transportation

Telecommunications

Energy

Non-Profit

Relevant Teams

Human Resources

Legal

Finance

Operations

Administration

Payroll

Compliance

Employee Relations

Benefits Administration

Relevant Roles

Chief Executive Officer

Managing Director

Department Head

Senior Manager

Professor

Teacher

Engineer

Accountant

Medical Doctor

Nurse

Lawyer

Technician

Administrative Officer

Sales Manager

Project Manager

Operations Manager

Research Scientist

Factory Worker

Construction Supervisor

Retail Manager

Industries
Superannuation Industry (Supervision) Act 1993: Primary legislation governing the superannuation industry in Australia, including retirement benefits, preservation age, and conditions of release.
Superannuation Guarantee (Administration) Act 1992: Establishes the mandatory employer contribution system and related obligations that affect final retirement benefits.
Social Security Act 1991: Governs the Age Pension and other retirement-related social security benefits that may need to be referenced in the retirement statement.
Fair Work Act 2009: Contains provisions about retirement, notice periods, and final entitlements for retiring employees.
Privacy Act 1988: Regulates how personal information should be handled and protected in retirement documentation.
Income Tax Assessment Act 1997: Covers taxation of retirement benefits and superannuation payments that may need to be mentioned in the statement.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Financial Statement Letter

An Australian-compliant management representation letter confirming the accuracy and compliance of financial statements with local regulations and accounting standards.

find out more

Birth Registration Statement Form

An official Australian legal document for registering a newborn's birth, complying with state/territory and federal requirements for establishing legal identity.

find out more

Affidavit For Correction Of Title

An Australian legal document used to formally request and substantiate corrections to property title records under state property laws and the Torrens Title system.

find out more

Statement Form

An Australian legal document used to record formal written declarations for official or administrative purposes, compliant with federal and state legislation.

find out more

Signature Agreement Statement

An Australian law-compliant agreement establishing the accepted methods and legal validity of document signatures, including electronic and physical execution.

find out more

Self Employment Statement Letter

An Australian legal document declaring and verifying an individual's self-employed contractor status, including business operations and regulatory compliance details.

find out more

Agreement Statement

A formal legal document under Australian law that documents mutual understanding and commitments between parties in a legally binding format.

find out more

Electronic Signature Agreement Statement

An agreement establishing the framework for electronic signatures use in Australia, ensuring compliance with federal and state electronic transactions legislation.

find out more

Work Experience Confidentiality Agreement

An Australian-compliant confidentiality agreement template for work experience arrangements, protecting organizational information while facilitating practical workplace learning.

find out more

Statement Of Consent Form

An Australian-compliant legal document used to obtain and record explicit consent from individuals for specific activities or data processing, adhering to federal and state privacy laws.

find out more

Retirement Statement Letter

An Australian-compliant formal document confirming an employee's retirement arrangements, including retirement date, entitlements, and superannuation details.

find out more

Privacy Statement And Consent Form

An Australian-compliant privacy statement and consent form outlining data handling practices and obtaining explicit consent for personal information processing.

find out more

Form For Change Of Registered Office

An ASIC form required under Australian law to notify and register a change in a company's registered office address.

find out more

Employee Statement Form

An Australian-compliant form for collecting essential employee information, tax declarations, and statutory requirements for new hires in accordance with federal and state employment laws.

find out more

Privacy Consent Statement

An Australian legal document obtaining consent for personal information handling under the Privacy Act 1988, detailing collection, use, and disclosure practices.

find out more

Consent Statement

An Australian-compliant document that obtains explicit permission from individuals for the collection, use, and disclosure of their personal information under the Privacy Act 1988.

find out more

Post Employment Confidentiality Agreement

An Australian-jurisdiction agreement establishing post-employment confidentiality obligations for former employees, ensuring protection of company sensitive information.

find out more

Confidentiality Agreement For Business Plan

An Australian confidentiality agreement protecting business plan information shared during business negotiations or investment discussions.

find out more

Contractor Confidentiality Agreement

Australian-compliant confidentiality agreement template for protecting sensitive information when engaging independent contractors.

find out more

Statement Of Consent

An Australian-compliant document that formally records an individual's informed consent for specific actions or procedures, ensuring legal protection for all parties involved.

find out more

Online Financial Statement Form

An Australian-compliant online form for collecting and verifying comprehensive financial information, meeting local regulatory and privacy requirements.

find out more

Conflict Of Interest Declaration Form For Employees

An Australian-compliant form for employees to declare potential conflicts of interest in accordance with corporate governance requirements and relevant legislation.

find out more

Affidavit Financial Support Letter

An Australian legal document where an individual swears to provide financial support to another person, witnessed by an authorized official.

find out more

Company Statement Letter

An official corporate document used in Australian business contexts to make formal company declarations or announcements, complying with Australian corporate law requirements.

find out more

Statement Of Health Form For Employment

An Australian-compliant form for collecting and assessing job candidates' health information relevant to employment requirements.

find out more

Statement Of Earnings Form

An Australian payroll document detailing employee earnings, deductions, and entitlements as required by the Fair Work Act 2009.

find out more

Statement Of Financial Support Form

An Australian legal document declaring formal commitment to provide financial support to another person, typically used for immigration, education, or family support purposes.

find out more

Guarantor Statement Form

An Australian-compliant legal document where a guarantor agrees to take responsibility for a borrower's financial obligations, incorporating mandatory warnings and acknowledgments required by Australian law.

find out more

Declaration Of Confidentiality Form

An Australian-law compliant document establishing legally binding confidentiality obligations between parties to protect sensitive information and trade secrets.

find out more

Photo Consent Statement

An Australian-compliant legal document obtaining consent for photography capture and usage, ensuring privacy law compliance and establishing clear usage terms.

find out more

Form Of Proxy For Shareholder Meeting

An Australian legal document that enables shareholders to appoint a proxy to vote on their behalf at shareholder meetings, compliant with the Corporations Act 2001.

find out more

Account Statement Form

An Australian-compliant financial document that records account transactions, balances, and activities for a specified period, meeting local banking regulations and reporting requirements.

find out more

Staff Confidentiality Agreement

An Australian-compliant confidentiality agreement template establishing employee obligations for protecting organizational confidential information and trade secrets.

find out more

NDA Confidentiality Agreement

Australian law-compliant Non-Disclosure Agreement template for protecting confidential information in business relationships.

find out more

Data Privacy Consent Form For Employees

An Australian-compliant consent form for employee data privacy, aligned with the Privacy Act 1988 and APPs.

find out more

Training Acknowledgement Statement

An Australian workplace document that formally records and verifies an employee's completion and understanding of specific training programs, ensuring compliance with local regulations.

find out more

Employee Acknowledgement Statement

An Australian employment document that formally records an employee's acknowledgment and acceptance of company policies and procedures.

find out more

Acknowledgement Statement For Policy

An Australian-compliant formal document recording an individual's acknowledgment and acceptance of organizational policies, serving as legal evidence of policy communication and understanding.

find out more

Affidavit Of Financial Support

An Australian legal document where an individual formally declares their commitment to provide financial support to another person, commonly used in immigration, education, and family court contexts.

find out more

Affidavit For Financial Support For Visa

An Australian legal document where a sponsor formally declares their financial capacity and commitment to support a visa applicant under Australian Commonwealth law.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.