SuperGuide
Superannuation and retirement planning information
The SuperGuide newsletter contains all the latest information, Q&As, tips and strategies about superannuation and retirement planning.
Super funds of the year awards: Best super funds for 2024-25. Super fund rankings, How superannuation works: Super for beginners guide, Making superannuation contributions: Super for beginners guide, Super fund performance: Monthly returns to October 2024, Super news for November 2024
How to afford a ‘comfortable’ retirement with less super, Selecting a retirement income calculator, Modern retirement modelling: Increasing confidence in retirement planning, Pension fund of the year 2024-25: What makes a winner?, Australian independent financial advisers: National list
Can you be your own SMSF accountant?, How do SMSFs invest?, SMSFs: What are the lump sum withdrawal rules?, SMSFs: Legacy pension relief at long last, SMSFs: Running multiple pensions for the one member
What happens to my Age Pension if I sell my home?, Case study: Recontribution of death benefits?, Retirement: The goals are shifting, Proposed increases to the cost of aged care
How to make the most of your super contributions, Balanced, Growth, Defensive: What’s in a name?, How do tax-deductible superannuation contributions work?, Retiring early due to ill health? 6 steps to stay on track, Super fund performance: Monthly returns to September 2024, Super news for October 2024
Retirement planning case study: Hassan, 60, How much can I afford to spend in retirement?, What you need to know about investing your inheritance in super, Location the missing ingredient in retirement planning, Lifetime estimator calculator
SMSF investment: 20 most popular Australian shares, SMSF investment: 20 most popular ETFs, SMSF investment: 20 most popular international shares, SMSF investment: 20 most popular managed funds, SMSF investment: 20 most popular LICs/LITs, SMSF insights 2024: Div 296, Superstream, ETFs and more, TBAR: Transfer balance account reporting for SMSFs, Common errors SMSF trustees make with their annual returns, Buying property in an SMSF Q&As: Part 1
10 points to check on your annual super fund statement, Super fund fees and charges you need to know about, APRA’s performance test: Platforms miss the mark, How the First Home Super Saver (FHSS) scheme works, Super fund performance: Monthly returns to August 2024, Super news for September 2024
10 points to check on your annual super fund statement, Super fund fees and charges you need to know about, APRA’s performance test: Platforms miss the mark, How the First Home Super Saver (FHSS) scheme works, Super fund performance: Monthly returns to August 2024, Super news for September 2024
Converting super into retirement income: What are your options?, How much super should I have at my age?, Planning to retire this year and start a super pension? Here’s what to consider, What are the current work test rules for super contributions?, Retiree reflections: “If I had my time over again, when would I retire?”
An insight into SMSF trust deeds, How to record SMSF minutes, Transition to retirement Q&As: Part 2, What happens if I don’t pay the minimum pension from my SMSF?, SMSF pension strategy: Lump sum payments
Pension fund performance to June 2024, Making super contributions after age 60: Even in retirement, In your 70s? The super rules that apply to you, Death benefits Q&As: Part 3
Super fund performance: Monthly returns to July 2024, Top-performing sustainable super funds (to June 2024), What are lifecycle super funds, and how do they perform?, What to do if you exceed your super contributions caps, Super news for August 2024
Retirement planning case study: Tony, 50 and Anna, 48, In your 60s? The super rules that apply to you, Your tax guide to accessing your super under age 60, Your tax guide to accessing your super over age 60, Accessing super between 60 and 65
How to invest according to your values and address climate risk in your SMSF portfolio, SMSF statistics: 1.1 million members with $869 billion in super, What type of people have SMSFs?, Transition to retirement strategies, Transition to retirement: Q&A part 1
How retirees are using home equity to boost income, How does your super affect the Age Pension?, Quiz: Age Pension rules, Smashing senior stereotypes, Death benefits Q&As: Part 2
Super fund performance over 32 financial years (to June 2024), Best performing super funds: Growth category (61–80%), Top 10 Balanced super funds ranked by risk and return, Super fund performance: Monthly returns to June 2024, How a government co-contribution can help boost your super savings, Case studies: How to make the most of higher contribution caps, Super news for July 2024
How a transition-to-retirement pension works, Planning to retire before turning 60? What you need to consider, Planning to retire at 60? What you need to consider, Planning to retire at 65? What you need to consider, Quiz: Planning for retirement
