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October 2024 Retirement planner newsletter

Case study: Later-life divorcee using a transition to retirement strategy to rebuild super savings
This is a fascinating case study of a 60 year-old divorcee boosting a modest super balance through a transition-to-retirement strategy, carry-forward contributions and part-time work in retirement. Read more.
Case study: Later-life divorcee using a transition to retirement strategy to rebuild super savings
This is a fascinating case study of a 60 year-old divorcee boosting a modest super balance through a transition-to-retirement strategy, carry-forward contributions and part-time work in retirement. Read more.
Investing an inheritance into super: What you need to know
Learn how investing a sudden financial gain in super can pay off, with detailed case studies and a look at important restrictions. Read more.
Investing an inheritance into super: What you need to know
Learn how investing a sudden financial gain in super can pay off, with detailed case studies and a look at important restrictions. Read more.
Location the missing ingredient in retirement planning
When you start planning your retirement, where you live can be just as important as your super balance and have an even bigger impact on your quality of life. Read more.
Location the missing ingredient in retirement planning
When you start planning your retirement, where you live can be just as important as your super balance and have an even bigger impact on your quality of life. Read more.
Lifetime estimator calculator
Without knowing how long we will live, retirement income planning is difficult, to say the least. This calculator provides a personalised estimate, depending on your health and other factors. Read more.
Lifetime estimator calculator
Without knowing how long we will live, retirement income planning is difficult, to say the least. This calculator provides a personalised estimate, depending on your health and other factors. Read more.

Super decisions at retirement: Income stream, lump sum, accumulation or a mix?

Friday 11 October 2024 at 12:30 pm AEDT

Retirement brings some big decisions, and it’s difficult to know what’s right for you. We cover all the options and their consequences including tax and Centrelink implications, and products that can guarantee income for life.

Getting closer to retirement sharpens the focus on building your balance and can bring the peak of your potential to save. If your 30 June balance was less than $500,000, take the time to consider turbocharging your super and tax savings by contributing more than the usual annual cap with carry-forward.

Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.

Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.