Where to find retirement income in addition to super
If you are planning your retirement income and worried you don’t have enough super, don’t forget to factor in other potential sources of income. You may be pleasantly surprised.
Posts
Currency hedging for SMSFs
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments.
Saving for retirement outside super
Super is undoubtedly the most tax effective vehicle for retirement savings, but there are plenty of reasons why you might hold investments outside super to augment your retirement income.
How to navigate the different stages of retirement
Retirement planning should be about more than money. The physical, mental and emotional challenges of life after work are equally as important as you plan how to spend your days.
Your super after death: How to get your savings into the right hands fast
With the news that super funds have taken a year or more to pay families after a member dies, what can you do to protect your loved ones?
Can you be your own SMSF accountant?
One way to lower your costs as an SMSF trustee, if you have a head for numbers and infinite patience, is to lodge your SMSF accounts yourself.
What happens to my Age Pension if I sell my home?
Now updated with part 2 (if you are moving to a lifestyle village) and part 3 (if you are not purchasing a new home straight away).
Super tax breaks to be reduced for accounts with more than $3 million
The federal government has released draft legislation for its controversial new tax on super balances above $3 million, clarifying some issues but retaining the substance of its original plan.
Reversionary pensions: What they are and how they work
If you want your partner to continue receiving your super pension when you die, a reversionary pension can make the process easy for them at what can be a difficult time.
What are the setup and running costs for an SMSF?
Cost may not be the main factor when deciding whether to start your own super fund, but you need to know what the costs might be in your time as well as money.
Your SMSF calendar for 2025
Forewarned is forearmed, as they say, so why not download our 2025 SMSF calendar to ensure you don’t miss any crucial dates, deadlines or opportunities in the year ahead.
How to boost your spouse’s balance and make the most of super caps (including calculator)
Couples who plan together succeed together. Learn how paying attention to your spouse’s super could maximise your opportunities.
Commonwealth Seniors Health Card: Eligibility and how to apply
Our updated guide which now features a thorough video explainer, detailing the main benefits, the income thresholds and tips on how to apply.
Real DIY super: How to keep SMSF costs super low
With the cost of living front of mind, you could potentially save a lot of money by doing more of your SMSF tasks yourself, but you need to know what you’re doing.
When can I access my super? All conditions of release explained
While super is designed to provide income in retirement, there are circumstances when you may be eligible to withdraw some or all of your savings.
Transfer balance cap (TBC) for super pensions: How it works
The transfer balance cap limits the amount you can transfer from your super savings into a tax-free pension. The cap is currently $1.9m but you may have a different cap depending on when you started a pension.
Q&A: How can we reduce the super death tax for our beneficiaries?
Two member questions that explore how to use the recontribution strategy to reduce the super death tax payable by beneficiaries.
Q&A: Can I move my pension to another provider?
Q: I’m drawing a pension from an account-based pension fund. Can that account be moved or switched to another better provider? If so, what is involved?
