June 2024 Retiree newsletter

Changing pace: Retiring and thriving together

Along with planning and saving for retirement, it pays to prepare your relationship for the changes ahead. Read more.

Changing pace: Retiring and thriving together

Along with planning and saving for retirement, it pays to prepare your relationship for the changes ahead. Read more.

Workforce age discrimination and what it means for your super

When it comes to paid employment, age discrimination can seriously affect your retirement plans, so what if you find yourself facing an unplanned retirement? Read more.

Workforce age discrimination and what it means for your super

When it comes to paid employment, age discrimination can seriously affect your retirement plans, so what if you find yourself facing an unplanned retirement? Read more.

The cost of residential aged care

If you or a loved one are considering moving into residential aged care, it’s important to understand your funding options and what they will cost. Read more.

The cost of residential aged care

If you or a loved one are considering moving into residential aged care, it’s important to understand your funding options and what they will cost. Read more.

Winding up an estate: 11 steps to help get the job done

As you get older, you’re likely to find yourself undertaking the painful task of winding up an estate for a spouse or family member, so it pays to know the key responsibilities of an executor. Read more.

Winding up an estate: 11 steps to help get the job done

As you get older, you’re likely to find yourself undertaking the painful task of winding up an estate for a spouse or family member, so it pays to know the key responsibilities of an executor. Read more.

Death benefits Q&As

Who can receive your super when you die and how can you ensure your wishes are carried out? It’s a hot topic among our readers, so superannuation technical expert Graeme Colley has answered many of our reader’s questions. Read more.

Death benefits Q&As

Who can receive your super when you die and how can you ensure your wishes are carried out? It’s a hot topic among our readers, so superannuation technical expert Graeme Colley has answered many of our reader’s questions. Read more.

Age Pension update: Thresholds for the Age Pension assets test and income test change on 1 July which may increase your entitlement. We have already updated these guides and also our Age Pension calculator.

SuperGuide members Q&A: June 2024

Thursday 20 June 2024 at 11:00 am AEST

In this webinar super expert Garth McNally will answer recent questions from SuperGuide members.

Q&A: If I’m retired can I leave one of my two funds in accumulation?

Q: I have two super funds and being in my 60s and retired believe I’m eligible to change from accumulation to pension. If I do this, does this need to… Read more.

Q&A: If I’m retired can I leave one of my two funds in accumulation?

Q: I have two super funds and being in my 60s and retired believe I’m eligible to change from accumulation to pension. If I do this, does this need to… Read more.

If you’re under 75 and looking to move assets into super while you still can, make sure you understand the bring forward rule that could help you to maximise your contributions.

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.