Top super funds of 2021, Legacy pension relief, SMSF trust deed checklist, Your say on the Budget, Benefits of working longer, Pension Loans Scheme explained
Highlights of the June 2021 edition of the SuperGuide newsletter include:
- TOP SUPER AND PENSION FUNDS: What separates the best from the rest? The annual awards provide some useful pointers.
- LASTING LEGACY: It’s been a long wait, but SMSF trustees may soon be able to trade in their old-style pensions for new.
- YOUR 2021-22 SMSF HEALTH CHECK: The new financial year rings in big changes for super, so be sure to give your SMSF trust deed a once-over.
- BUDGET REFLECTIONS: We asked retirees and pre-retirees if the recent Budget delivered any super good news.
- WORKING LONGER, LIVING BETTER: The latest research shows working into your 60s and beyond has health as well as wealth benefits.
- TAPPING INTO YOUR HOME EQUITY: If you could do with some extra retirement income, the Pension Loans Scheme could help. We explain how.
SUPER NEWS
Pension payment relief extended for another year, Super bills pass, Retirement costs rise, March super stats show super increase, Running out of money in retirement major concern for retirees, Magellan… Read more.
Pension payment relief extended for another year, Super bills pass, Retirement costs rise, March super stats show super increase, Running out of money in retirement major concern for retirees, Magellan… Read more.
After a major overhaul of its fund offerings and member services, Aware Super has been awarded the best overall fund by the two major ratings groups, SuperRatings and Chant West. Read more.
After a major overhaul of its fund offerings and member services, Aware Super has been awarded the best overall fund by the two major ratings groups, SuperRatings and Chant West. Read more.
UniSuper’s focus on member services as well as superior returns has earned it SuperRatings’ latest award for the top retirement offering. Read more.
UniSuper’s focus on member services as well as superior returns has earned it SuperRatings’ latest award for the top retirement offering. Read more.
Despite a despondent October performance, super funds are up a healthy 10.3% so far this year with only six weeks to go. Read more.
Despite a despondent October performance, super funds are up a healthy 10.3% so far this year with only six weeks to go. Read more.
Lifecycle funds are designed to reduce risk as you near retirement without sacrificing returns; recent research shows many do just that but you need to know what to look for. Read more.
Lifecycle funds are designed to reduce risk as you near retirement without sacrificing returns; recent research shows many do just that but you need to know what to look for. Read more.
SMSFs
Proposed changes to legacy pensions will make it much easier to switch to newer, more flexible products without some of the previous hurdles and restrictions. Read more.
Proposed changes to legacy pensions will make it much easier to switch to newer, more flexible products without some of the previous hurdles and restrictions. Read more.
John Maroney, CEO of the SMSF Association explains the amnesty on legacy retirement income products that was announced in the 2021 Federal Budget. Read more.
John Maroney, CEO of the SMSF Association explains the amnesty on legacy retirement income products that was announced in the 2021 Federal Budget. Read more.
Listed Australian shares continue to be the most popular asset class for SMSF trustees but other assets are gaining ground. Read more.
Listed Australian shares continue to be the most popular asset class for SMSF trustees but other assets are gaining ground. Read more.
While interest rates have lifted off their historic lows, franked dividends from shares are still a happy hunting ground for income-seeking investors. Read more.
While interest rates have lifted off their historic lows, franked dividends from shares are still a happy hunting ground for income-seeking investors. Read more.
Proposed legislation will relax the residency rules for SMSF members, but until then it pays to understand the current rules before heading overseas for an extended stay. Read more.
Proposed legislation will relax the residency rules for SMSF members, but until then it pays to understand the current rules before heading overseas for an extended stay. Read more.
RETIREMENT PLANNING
Sorry, no posts matched your criteria.
There is mounting evidence that financial advice can be good for your hip pocket as well as your general wellbeing, but you need to be vigilant. Read more.
There is mounting evidence that financial advice can be good for your hip pocket as well as your general wellbeing, but you need to be vigilant. Read more.
Let low taxes and a generous interest rate do the heavy lifting while you save for your first home in super. To encourage take-up of the scheme, changes have been… Read more.
Let low taxes and a generous interest rate do the heavy lifting while you save for your first home in super. To encourage take-up of the scheme, changes have been… Read more.
Eligible downsizer contributions can be a great way to boost your super without falling foul of many of the rules affecting other super contributions. Read more.
Eligible downsizer contributions can be a great way to boost your super without falling foul of many of the rules affecting other super contributions. Read more.
Even though the work test has been abolished for most super contributions, if you are over age 67 there is still one type of contribution that needs to pass the… Read more.
Even though the work test has been abolished for most super contributions, if you are over age 67 there is still one type of contribution that needs to pass the… Read more.
IN RETIREMENT
Staying in the workforce past the traditional retirement age can have many benefits – both financially and in terms of your physical and mental health. Read more.
Staying in the workforce past the traditional retirement age can have many benefits – both financially and in terms of your physical and mental health. Read more.
The Home Equity Access Scheme can be a great way to boost your retirement income by taking a loan from the government against the equity in your home. Read more.
The Home Equity Access Scheme can be a great way to boost your retirement income by taking a loan from the government against the equity in your home. Read more.
Proposed changes to the Pension Loans Scheme (now known as the Home Equity Access Scheme) could help more elderly Australians stay in their own home for longer. Read more.
Proposed changes to the Pension Loans Scheme (now known as the Home Equity Access Scheme) could help more elderly Australians stay in their own home for longer. Read more.
Establishing a testamentary trust can have valuable estate planning benefits. With significant amounts due to be transferred via inheritances in the coming decades, it may be worth considering one. Read more.
Establishing a testamentary trust can have valuable estate planning benefits. With significant amounts due to be transferred via inheritances in the coming decades, it may be worth considering one. Read more.
Advanced care directives are documents that state your preferences for future medical care, should you lose the capacity to make decisions. Read more.
Advanced care directives are documents that state your preferences for future medical care, should you lose the capacity to make decisions. Read more.
