Your family's papers, kept in order and kept an eye on.
Legacy Locker is an app for your phone and computer that gets together the papers you need to plan for retirement.
It shows you which statements and nominations to find, so you know where to start.
Take a photo of each paper, or send on the emails your super fund sends you. It reads them, files them, and builds one list of every fund, with its balance and who is nominated.
14 days free, then A$19 a month or A$195 a year, including GST. Cancel any time.
Usually the latest statement for every super fund, your other savings and investments, your home loan, and any insurance held inside your super. A financial planner will ask for them at the first meeting.
Many people have more than one super fund, often from old jobs, and lose track of what each one holds. A nomination that has run out may mean the money doesn't go where you meant it to.
Legacy Locker builds one list of every fund and everything you own, with the paper behind each line, and tells you when a nomination is due to run out.
Each statement is read and filed, so every fund, its balance and its nomination sit together, with the paper each came from.
For example, a super nomination that has run out, or an insurance policy with nobody named on it.
It reminds you when something is due or has run out, and sends you a short email each month about what needs a look.
The nomination ran out on 9 May 2025, so right now the fund decides who gets the money, not Margaret. Nobody noticed for a year and a half. Coastline Super can tell you if a new one has been signed since.
The Whitfields are a made-up family. Every paper shown is a sample.
“Tasman Diversified Limited. Holding: 1,200 shares.”
Read from: Share holding statement, March 2018
Later in 2018, each Tasman Diversified share became one Larder Supermarkets share. The locker worked out that Margaret has 1,200 Larder Supermarkets shares, and shows how.
The Whitfields are a made-up family. Every paper shown is a sample.
14 days free, then A$19 a month or A$195 a year, including GST. Cancel any time.