Does your super fund pay a retirement bonus when you start a pension?
More large super funds are now offering a ‘retirement bonus’ when their members start an income stream for retirement. Is yours one of them?
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Kate has worked in the superannuation sector since 2003. Her experience ranges from customer service to financial advice, member education, complaints management, trustee services, and learning and development.
She currently develops content and facilitates learning sessions for super professionals with the Association of Superannuation Funds (ASFA) as well as writing for SuperGuide.
More large super funds are now offering a ‘retirement bonus’ when their members start an income stream for retirement. Is yours one of them?
Need help to understand how to structure your super contributions to hit your target at retirement? A simple tool from AustralianSuper can help.
Did you know you can earn super contributions in return for your everyday spending? We tried out Super Rewards – a service that does just that.
Follow our five simple steps to keep your super on track while you’re living away from Australia.
A reverse mortgage could allow you to unlock some of the equity in your home for retirement expenses. Our video demonstrations show how to use two free calculators to assess your options and make an informed choice.
Take a few minutes to find out if you can boost your retirement balance without compromising on your income, reduce your work hours, or generate additional income with a transition to retirement strategy.
Watch our video walkthrough to see how this calculator can help you compare pension products and model your retirement income.
Trying to predict the income you will need for retirement can be daunting. While published benchmarks are a handy rule of thumb, there’s no substitute for a personalised budget. See how a budgeting tool can set you on the right track.
Selecting a super pension account could be one of the most important retirement planning decisions you make. Our seven tips will give you the confidence you need to make the most of your hard-earned savings.
If you’ve left building retirement savings a little late, these four options could provide the boost you need to get your balance on track.
If you’ve made a capital gain this year, the tax office is knocking at the door. A personal tax-deductible super contribution could keep them at bay.
Watch our video demonstration of ASIC’s MoneySmart Superannuation calculator to see how it can help you predict your final balance and compare super funds.
The Moneysmart Super contributions optimiser will help you get the most out of your super contributions, maximising tax savings and government contributions. Our video tutorial walks you through how to use this valuable tool and understand the results, so you can supercharge your savings.
Retirement is not the end of the road when it comes to your need for financial advice. Thankfully, your super fund may be well placed to give you the help you need, and simple advice may even be included in the cost of your membership.
Our video review demonstrates how to use the ATO super fund comparison tool to shortlist products you may wish to consider.
There can be a bit of a learning curve with MoneySmart’s Retirement Planner, and it may appear intimidating at first glance, so we created a short video to help you get an understanding of how the tool works.
Super funds have been expanding their financial advice services to members, but it’s important to understand the different levels of advice on offer, how it’s provided and paid for.
Don’t mistake retirement for the end of the line. There are still ways to boost your income and support your lifestyle once you retire – even if your final super balance was disappointing.
SuperGuide is Australia’s leading superannuation and retirement planning website.
Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.