SuperGuide
Superannuation and retirement planning information
This article details the rules and limits of the Age Pension assets test (how much your savings and other assets are worth), which is one half of the means test (along with the income test) that determines how much Age Pension you could be eligible for.
Age Pension rates increase on 20 September 2024. This article also explains how the Age Pension works, and includes the latest Age Pension rates for residents, non-residents, and the transitional Age Pension.
If you are confused about the meaning of super investment option labels like Balanced, Growth and Defensive you’re not alone. Even the funds can’t agree.
Adverse tax and compliance outcomes can occur if you fail to take your minimum pension payment each year. Don’t get caught due to poor SMSF administration.
With restrictions on the amount you can use to start a pension, understanding how you can then access these funds has become an even more important issue.
Recording minutes of your SMSF decisions and resolutions is not only a good habit to get into, it’s a legal requirement. Here’s how it’s done.
They say a picture is worth a thousand words, so we’ve created a visual representation of super’s value in the long run.
Less than 1% of Australian financial advisers are independent, but we’ve tracked down more than 100 independent financial advisers that operate across Australia.
Q: Myself and my husband both 72 have an SMSF. We both have 3 individual pension accounts in our fund. I have paid out the required minimum amounts for this year as per our accountants’ instructions.
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 test.
The difference between holding your super savings in a leading fund compared to a lemon can make a big difference to your retirement outcome, so it pays to keep an eye on which funds perform well consistently over the long term as well as the past year.
Call for rethink on the family home in retirement planning, Mercer’s $11.5 million greenwashing fine, and pressure mounts for DV reform
On this page you can find the quartile performance and quartile rankings for super funds in the Growth category for the period to 30 September 2024.
In this article you can discover the top 10 performing Conservative pension funds over 1 year and 10 years to 30 June 2024. Conservative funds have 21-40% invested in growth assets.
In this article you can discover the top 10 performing Balanced pension funds over 1 year and 10 years to 30 June 2024. Balanced funds have 41-60% invested in growth assets.
In this article you can discover the top 10 performing Growth pension funds over 1 year and 10 years to 30 June 2024. Growth funds have 61-80% invested in growth assets.
In this article you can discover the top 10 performing High Growth pension funds over 1 year and 10 years to 30 June 2024. High Growth funds have 81-95% invested in growth assets.
In this article you can discover the top 10 performing All Growth pension funds over 1 year and 10 years to 30 June 2024. All Growth funds have 96-100% invested in growth assets.
