Download the new Epic Retirement Tick criteria for 2026

We launched the Epic Retirement Tick in 2025. Only six funds were awarded the Tick. Now we’re back with updated criteria for 2026. The big shift?

The framework moves to 20 criteria (up from 18) and aligns with the latest Treasury Retirement Income Covenant guidance. They also put pressure on funds to deliver better products, services and advice for members approaching retirement. Download the new 2026 criteria below.

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What's next for the the Epic Retirement Tick in 2026

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The Epic Retirement Tick is designed to evolve alongside the retirement system. Each year, the assessment criteria are independently reviewed and updated to reflect legislative changes, industry developments and emerging best practice. As a result, reports from different years should be viewed within the context of the criteria that applied at the time.

5 March 2026

Criteria released to the public and media and sent to all super funds for assessment. The 2026 is now available to download.

31 August 2026

Fund submissions to be received by Chant West.

Early October 2026

Release of the second annual Epic Retirement Tick Report and list of funds that achieved the Tick.

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March 2027

The criteria will be reviewed for 2027.

Bec Wilson - The Epic Retirement Institute

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