SuperGuide
Superannuation and retirement planning information
Downsizer eligibility age lowered from 1 January, TWUSUPER and Mine Super enter merger talks, Bank-owned super funds required to disclose dividends, ASIC issues updated guidance on SMSFs, Retirement costs rise with inflation, Total superannuation assets fall, HNW investor numbers ease as assets grow, 57% pass rate for November financial adviser exam.
Objective for superannuation to be legislated, Vanguard Super launches lifecycle super fund, Super funds that failed performance test cut fees, AMP launches income for life account, Income limits for Commonwealth Seniors Health Card rise, SMSF data for June 2022.
Big shift to more conservative super options, ESG funds reach a tipping point and the Federal Treasurer announces a new investment industry roundtable.
Older single women face increasing challenges to building a superannuation balance that can adequately support them in retirement.
It’s worth getting your head around the ECPI rules, as they can provide tax benefits if your SMSF is paying a pension.
Pensioners allowed to work more to boost labour market, Separating de facto couples in WA can now split super, Vanguard Super on track for 2022 launch, Biggest SMSF in Australia has over $400 million in FUM, SMSFs become more popular with younger investors, Quality of advice review proposes removal of Statement of Advice requirements, November deadline looming for Director IDs.
If your SMSF comes to the attention of the ATO for the wrong reasons, don’t panic; swift remedial action is generally the best policy.
Former Dixon clients need to make complaints ASAP, ASIC warning on super complaints handling, ATO warns of SMS scams, First RBA review in three decades announced, Early release scheme came at a real cost for millions of Australians, New research identifies lower super balances may be needed for retirement.
Rapid advances in technology could help make lighter work of managing your own super fund and potential cost savings.
Retirement Income Covenant goes live, Super fund average performance drops, Deeming rates frozen, YFYS performance test to be reviewed, SMSF numbers continue to increase.
The new retirement income covenant effective from 1 July doesn’t apply to SMSFs, but that doesn’t mean trustees can’t learn from it.
In an exclusive interview the Assistant Treasurer and Minister for Financial Services, Stephen Jones, has promised no more “regulatory shock” for the superannuation sector.
Keeping yourself and your SMSF safe online is critical these days. So take our SMSF cybersecurity questionnaire to make sure you’re covering all bases.
Superannuation assets rise by nearly 10% over the year, Mercer to acquire BT Super, inflation hits retirees, super fund customer satisfaction awards, new super fund mergers announced.
Many large superannuation funds now offer a member direct option which can be a good training ground for anyone considering an SMSF.
Getting in-house asset rules wrong could cost you and your SMSF thousands of dollars but they continue to be one of the most common contraventions made by trustees.
More women and people of diverse backgrounds on superannuation fund boards should translate to better outcomes for members.
ASIC disqualifies SMSF auditors as 40,000 breaches involving SMSFs reported, APRA issues directions to NESS around additional board member, NGS Super sets 2025 carbon reduction goal, AustralianSuper to boost investment in private equity, Cbus to reduce weekly admin fee, ATO owed billions in unpaid Superannuation Guarantee Charge from employers, Actuaries Institute paper offers guidance for retirement income covenant
