SuperGuide
Superannuation and retirement planning information
The SuperGuide newsletter contains all the latest information, Q&As, tips and strategies about superannuation and retirement planning.
How to boost your spouse’s balance and make the most of super caps (including calculator), Quiz: Boosting your super with super contributions, When can I access my super? All conditions of release explained, Super fund performance: Monthly returns to November 2024, Super news for December 2024
Reversionary pensions: What they are and how they work, Commonwealth Seniors Health Card: Eligibility and how to apply, How to navigate the different stages of retirement, Need care at home? We look at where to find it and what it costs, Q&A: How can we reduce the super death tax for our beneficiaries?
Where to find retirement income in addition to super, Saving for retirement outside super, Can I return to work after I access my super?, Transfer balance cap (TBC) for super pensions: How it works, Your super after death: How to get your savings into the right hands fast
Your SMSF calendar for 2025, What are the setup and running costs for an SMSF?, What is the sole purpose test, and how does it work?, Real DIY super: How to keep SMSF costs super low, Platforms and wraps: Benefits and downsides
Pension fund rankings, Are pension withdrawal rates safe?, Minimum pension drawdown rates (2024–25) and calculator, What happens to my Age Pension if I sell my home?
Super funds of the year awards: Best super funds for 2024-25. Super fund rankings, How superannuation works: Super for beginners guide, Making superannuation contributions: Super for beginners guide, Super fund performance: Monthly returns to October 2024, Super news for November 2024
How to afford a ‘comfortable’ retirement with less super, Selecting a retirement income calculator, Modern retirement modelling: Increasing confidence in retirement planning, Pension fund of the year 2024-25: What makes a winner?, Australian independent financial advisers: National list
Can you be your own SMSF accountant?, How do SMSFs invest?, SMSFs: What are the lump sum withdrawal rules?, SMSFs: Legacy pension relief at long last, SMSFs: Running multiple pensions for the one member
What happens to my Age Pension if I sell my home?, Case study: Recontribution of death benefits?, Retirement: The goals are shifting, Proposed increases to the cost of aged care
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
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
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 their annual returns, Buying property in an SMSF Q&As: Part 1
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
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
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?”
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
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
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
