SuperGuide – Superannuation and retirement planning information
Super fund performance: Monthly returns to May 2021
Super funds are on track to record their highest return in 24 years, massively rewarding members who held their nerve during the dark days of the coronavirus sell-off last year.
Super news for June 2021
Which asset classes are popular with SMSFs?
Video: EOFY tips for SMSF trustees
Using the Pension Loans Scheme to fund aged care
SuperGuide helps you make the most of your super, so you can make the most of your retirement
Discover the top performing super funds, how much super is enough, how to run an SMSF, retirement planning strategies and much more.
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How super works
Work test: Making super contributions after you turn 67
In your late 60s, you may need to meet a work test before making contributions into your super account. Here’s the current rules and what they mean for you.
Making downsizer super contributions: 10 things you need to know
Capital gains and super: Using super contributions to reduce your CGT bill
Definitive guide to the Transfer Balance Cap
Tax in SMSFs and regular super funds: Which is better?
Super funds
Super fund performance: Monthly returns to May 2021
Super funds are on track to record their highest return in 24 years, massively rewarding members who held their nerve during the dark days of the coronavirus sell-off last year.
What are lifecycle super funds, and how do they perform?
Pension Fund of the Year 2021: What makes a winner?
Super funds of the year awards: Best super funds for 2021
Super and pension fund performance: Where does your fund rank?
SMSFs
Which asset classes are popular with SMSFs?
While cash and shares are still the go-to investments for SMSFs, the range of assets they hold are diverse, even in retirement.
SMSFs and capital gains tax (CGT)
The definitive SMSF guide to franked dividends
What are the SMSF residency requirements?
SMSFs: What are the lump sum withdrawal rules?
Plan your retirement
List of Australian independent financial advisers
Finding a truly independent financial adviser is not easy, but don’t let that put you off. We’ve done the hard work for you.
Financial advice: What are the risks and benefits?
Target retirement income: The 66–80% rule of thumb
Is $500,000 in super enough to retire on?
How much super do I need to retire?
In retirement
What is a testamentary trust and does my Will need one?
Establishing a testamentary trust through your Will can have significant benefits for your family and beneficiaries, so it’s worth learning more about them.
The financial and health benefits of working into retirement
What is the Pension Loans Scheme, and how does it work?
Minimum pension payments for 2020/21 (including calculator)
Estate planning and SMSFs: What it is and why it matters
Popular features
Calculators and reckoners
Video
Strategies
Quizzes
Kick start your retirement planning
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