SuperGuide

Superannuation and retirement planning information

April 2024 Retiree newsletter

Retirement cost of living: 10 tips to boost your finances
The cost-of-living crisis has left many retirees worried about their financial position, so now could be a good time to check if your retirement budget needs a tune-up. Read more.
Retirement cost of living: 10 tips to boost your finances
The cost-of-living crisis has left many retirees worried about their financial position, so now could be a good time to check if your retirement budget needs a tune-up. Read more.
Retiree reflections: What surprised me most when I retired
Before retirement, the focus is often on preparing our finances. After retirement, our changing priorities can come as a surprise, and often in a good way. Read more.
Retiree reflections: What surprised me most when I retired
Before retirement, the focus is often on preparing our finances. After retirement, our changing priorities can come as a surprise, and often in a good way. Read more.
What is the DVA (Department of Veterans’ Affairs) Service Pension?
The Service Pension provided similar benefits to the Age Pension for veterans, their partners and widow(er)s, but the eligibility requirements are different, as you would expect. Read more.
What is the DVA (Department of Veterans’ Affairs) Service Pension?
The Service Pension provided similar benefits to the Age Pension for veterans, their partners and widow(er)s, but the eligibility requirements are different, as you would expect. Read more.
Introducing My Aged Care
If you or a loved one are beginning your search for aged care services in or out of the home, then the government’s My Aged Care service should be your… Read more.
Introducing My Aged Care
If you or a loved one are beginning your search for aged care services in or out of the home, then the government’s My Aged Care service should be your… Read more.
Should you fully withdraw super prior to death to minimise tax payable by your beneficiaries?
If you are faced with a terminal illness and still have a substantial super balance, there are ways to minimise the tax your non-dependent beneficiaries end up paying. Read more.
Should you fully withdraw super prior to death to minimise tax payable by your beneficiaries?
If you are faced with a terminal illness and still have a substantial super balance, there are ways to minimise the tax your non-dependent beneficiaries end up paying. Read more.
Q&A: Is there a cap on total super balance when you have started a pension?
Q: Is there a cap on the total balance (accumulation and income funds combined) one can have in super once one has set up an income stream pension? What is… Read more.
Q&A: Is there a cap on total super balance when you have started a pension?
Q: Is there a cap on the total balance (accumulation and income funds combined) one can have in super once one has set up an income stream pension? What is… Read more.

If you’ve previously ruled out an annuity or lifetime pension as old-fashioned or inflexible, now may be the time to reconsider. Investment linked annuities are the newer kid on the block, offering the certainty that income will be paid for life while maintaining exposure to growth assets.

Jubilacion provides the confidence you need to make retirement decisions based on a rigorous, modelling-based service – overseen by actuaries.

SuperGuide members receive a 20% off Jubilacion Australia’s standard price for their detailed asset and cash flow modelling service.

Find out more

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.

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.