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SuperGuide newsletter archive

The SuperGuide newsletter contains all the latest information, Q&As, tips and
strategies about superannuation and retirement planning.

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  • October 2024 Super booster newsletter

    October 2024 Super booster newsletter

    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

  • October 2024 Retirement planner newsletter

    October 2024 Retirement planner newsletter

    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

  • October 2024 SMSF newsletter

    October 2024 SMSF newsletter

    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…

  • September 2024 Retiree newsletter

    September 2024 Retiree newsletter

    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

  • September 2024 Super booster newsletter

    September 2024 Super booster newsletter

    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

  • September 2024 Retirement planner newsletter

    September 2024 Retirement planner newsletter

    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?”

  • September 2024 SMSF newsletter

    September 2024 SMSF newsletter

    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

  • August 2024 Retiree newsletter

    August 2024 Retiree newsletter

    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

  • August 2024 Super booster newsletter

    August 2024 Super booster newsletter

    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

  • August 2024 Retirement planner newsletter

    August 2024 Retirement planner newsletter

    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

  • August 2024 SMSF newsletter

    August 2024 SMSF newsletter

    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

  • July 2024 Retiree newsletter

    July 2024 Retiree newsletter

    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

  • July 2024 Super booster newsletter

    July 2024 Super booster newsletter

    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…

  • July 2024 Retirement planner newsletter

    July 2024 Retirement planner newsletter

    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

  • July 2024 SMSF newsletter

    July 2024 SMSF newsletter

    Preservation age and transition-to-retirement pensions align, Can I live in my SMSF property?, What does SuperStream mean for my SMSF, Director Identification Numbers: What is required for SMSFs, How to wind up an SMSF

  • Super Guide for the 2024-25 financial year

    Super Guide for the 2024-25 financial year

    Super, pension and Age Pension changes from 1 July 2024

  • June 2024 Retiree newsletter

    June 2024 Retiree newsletter

    Changing pace: Retiring and thriving together, Workforce age discrimination and what it means for your super, The cost of residential aged care, Winding up an estate: 11 steps to help get the job done, Death benefits Q&A: Part 1

  • June 2024 Super booster newsletter

    June 2024 Super booster newsletter

    Super funds of the year awards: Best super funds for 2024, What do the 2024 tax cuts mean for your super contributions?, How investing in infrastructure adds to your super returns, Super news for June 2024, Super fund performance: Monthly returns to May 2024