If you have worked in New Zealand and have a KiwiSaver account, it’s possible to transfer those savings across the ditch if you have since moved to Australia. Just don’t expect it to be easy.
If you’re thinking of transferring a UK pension into an Australian super fund, the process has become much more difficult in recent years, but not impossible.
There is excellent advice available that is low-cost, and even no-cost. The government’s Financial Information Service and your super fund are a great place to start.
From tax on super lump sums to the transfer balance cap, there are a range of rates and thresholds that can affect your super. In this article we provide an overview of the key aspects of each of these rates and thresholds for 2019/20.
When you retire, how you put your investment portfolio together is more important than ever if you want your retirement savings to last as long as you do.
Transition to retirement income streams (or pensions) allow you to gradually draw on your super benefits while you’re still working and moving towards your retirement.
In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options. We’re grateful to Chant West for providing the statistics that power the reckoner.
Most Australians are worried about outliving their retirement savings, with pre-retirees the most concerned. But there are some simple steps you can take to help you worry less and sleep a little better.
We all have expectations about what our retirement will look like in terms of lifestyle, but how does retirement actually pan out for those living in retirement?
SuperGuide’s Super to income Reckoner can help you quickly and simply understand approximately how much retirement income your super savings might be able to generate.
SuperGuide’s Income from super reckoner can help you quickly and simply understand the approximate super savings you need to fund your desired retirement income.
Superannuation pension funds provided retirees with stellar returns in 2019, leaving many retirees with more in their fund at the end of the year even after withdrawing pension income.
Low fees went even lower in 2019, as revealed in the top 10 super and pension funds with the lowest fees.
Having a total super balance of $1.6 million can create real problems. If you want to add more to your super account, here’s four strategies to consider.
According to the ASFA Retirement Standard, a couple can live a ‘comfortable lifestyle’ with a retirement balance of $640,000 while singles can enjoy the same with $545,000. But these are guidelines only.