April 2023 Retiree newsletter

The importance of the 10/30/60 Rule to your retirement income

The investment return on your super pension account is just as important as the returns you earn on your super while you are working, as this simple ‘rule of thumb’… Read more.

The importance of the 10/30/60 Rule to your retirement income

The investment return on your super pension account is just as important as the returns you earn on your super while you are working, as this simple ‘rule of thumb’… Read more.

New contribution strategies for retirees

Since new rules came into force last July, people aged 67 to 75 have more opportunities to boost their super even if they are no longer working. Read more.

New contribution strategies for retirees

Since new rules came into force last July, people aged 67 to 75 have more opportunities to boost their super even if they are no longer working. Read more.

What are annuities, and how can they help in retirement?

For some people, annuities can be an easy way to convert some of your super into a guaranteed income stream to cover your basic expenses in retirement. Read more.

What are annuities, and how can they help in retirement?

For some people, annuities can be an easy way to convert some of your super into a guaranteed income stream to cover your basic expenses in retirement. Read more.

What are the Age Pension gifting rules?

Many retirees want to help their family financially, but it’s important to understand how gifting money or assets can impact your Age Pension entitlements. Read more.

What are the Age Pension gifting rules?

Many retirees want to help their family financially, but it’s important to understand how gifting money or assets can impact your Age Pension entitlements. Read more.

What is an investment-linked annuity?

It’s been a long time coming, but super funds are beginning to offer more flexible pension products offering income for life. Read more.

What is an investment-linked annuity?

It’s been a long time coming, but super funds are beginning to offer more flexible pension products offering income for life. Read more.

Q&A: Can I contribute to a grandchild’s super account?

Am I allowed to put money from my savings into my granddaughter’s super account? Read more.

Q&A: Can I contribute to a grandchild’s super account?

Am I allowed to put money from my savings into my granddaughter’s super account? Read more.

Q&A: How can you reduce inheritance tax if you leave your super to your children?

This is something that we all want to know, right? We want to make sure that if we leave money to our kids, that they don’t get hit with tax… Read more.

Q&A: How can you reduce inheritance tax if you leave your super to your children?

This is something that we all want to know, right? We want to make sure that if we leave money to our kids, that they don’t get hit with tax… Read more.

Q&A: I’m over 75. Can I make a super contribution?

The key here is the age restriction on making contributions to super. Really, from age 75, the only real contributions that can be made to super are what we call… Read more.

Q&A: I’m over 75. Can I make a super contribution?

The key here is the age restriction on making contributions to super. Really, from age 75, the only real contributions that can be made to super are what we call… Read more.

Year-end superannuation tips and traps

Thursday 25 May 2023 at 11:00 am AEST

Year-end strategies and procedures to get the best outcomes from your superannuation before the end of the 2022-23 financial year.

Have you thought about working in retirement? Aside from the obvious financial benefits, work can provide additional social contact, stave off boredom, and deliver a sense of structure and routine. Some work in retirement could be liberating.

Learn more about the financial and health benefits of working in retirement.

Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.