EOFY tips, Federal Budget review, Super fund rankings, Member services explained, SMSFs prepare for SuperStream, Finding a suitable adviser
Highlights of the May 2021 edition of the SuperGuide newsletter include:
- COUNTDOWN TO JUNE 30: It’s been a turbulent year and that extends to tax and super, so take extra care preparing for the end of the financial year.
- FEDERAL BUDGET CASH SPLASH: Budget highlights include tax cuts, super barriers removed for low-income workers and the over 60s, and aged care reforms.
- IS YOUR FUND A CHAMPION OR A NAG? If you’ve ever wondered how your super fund ranks in the performance stakes, the latest results are in.
- SPOTLIGHT ON MEMBER SERVICES: When it comes to choosing a super fund, it’s not all about headline returns. Member services can also add value.
- TIME TO DIVE INTO THE SUPERSTREAM: The deadline is fast approaching for SMSFs to SuperStreamline their data and payment standards
- HOW TO FIND A GREAT FINANCIAL ADVISER: A year of shutdowns and volatile markets has taught many of us the value of good advice. We help you find it.
HOW SUPER WORKS
UniSuper set to open fund, AustralianSuper and Club Plus Super in merger talks, COVID-19 early access scheme primarily used to pay bills, Your Future Your Super changes, Government to regulate… Read more.
UniSuper set to open fund, AustralianSuper and Club Plus Super in merger talks, COVID-19 early access scheme primarily used to pay bills, Your Future Your Super changes, Government to regulate… Read more.
As 30 June approaches, it’s time to make the most of your annual super contribution limits. Read more.
As 30 June approaches, it’s time to make the most of your annual super contribution limits. Read more.
IN CASE YOU MISSED IT: 2021 FEDERAL BUDGET ANNOUNCEMENTS
Removing SG’s $450 per month threshold and the work test, Enhancing the FHSSS, Downsizing and the Pension Loans Scheme. Read more.
Removing SG’s $450 per month threshold and the work test, Enhancing the FHSSS, Downsizing and the Pension Loans Scheme. Read more.
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SUPER FUNDS
While investment performance grabs the headlines, it’s member services that will help you make good decisions about your super that will pay off in retirement. Read more.
While investment performance grabs the headlines, it’s member services that will help you make good decisions about your super that will pay off in retirement. Read more.
Super funds bounced back in April despite ongoing volatility and are on course for another positive financial year. Read more.
Super funds bounced back in April despite ongoing volatility and are on course for another positive financial year. Read more.
Have you ever looked at your super fund’s investment returns and wondered how your fund compares with similar funds? Is it a consistently high performer or an inveterate underachiever? Read more.
Have you ever looked at your super fund’s investment returns and wondered how your fund compares with similar funds? Is it a consistently high performer or an inveterate underachiever? Read more.
Super fund rankings
- All Growth category (96–100%)
- High Growth category (81–95%)
- Growth category (61–80%)
- Balanced category (41–60%)
- Conservative category (21–40%)
Pension fund rankings
- All Growth category (96–100%)
- High Growth category (81–95%)
- Growth category (61–80%)
- Balanced category (41–60%)
- Conservative category (21–40%)
SMSFs
SuperStream is a data and payment standard for super funds that makes it much easier to collect contributions and pay rollovers – even for SMSFs. Read more.
SuperStream is a data and payment standard for super funds that makes it much easier to collect contributions and pay rollovers – even for SMSFs. Read more.
Understanding the transfer balance account rules, including timing and transaction reporting, is extremely important for SMSF trustees.. Read more.
Understanding the transfer balance account rules, including timing and transaction reporting, is extremely important for SMSF trustees.. Read more.
Withdrawing a big pot of money from your super can be tempting, but strict rules apply. And then there’s tax. Read more
Withdrawing a big pot of money from your super can be tempting, but strict rules apply. And then there’s tax. Read more
Along with a valid Will, your SMSF is an essential part of your estate plan. From your personal wishes to tax and legal matters, there’s a lot to consider. Read more.
Along with a valid Will, your SMSF is an essential part of your estate plan. From your personal wishes to tax and legal matters, there’s a lot to consider. Read more.
RETIREMENT PLANNING
There are times in life when the right financial advice could prove invaluable, but it’s important to know what you are looking for and where to find it. Here’s how. Read more.
There are times in life when the right financial advice could prove invaluable, but it’s important to know what you are looking for and where to find it. Here’s how. Read more.
Modern annuities not only offer guaranteed income in retirement but some pay income for life and may increase your Age Pension entitlements. Read more.
Modern annuities not only offer guaranteed income in retirement but some pay income for life and may increase your Age Pension entitlements. Read more.
