SuperGuide newsletter archive
The SuperGuide newsletter contains all the latest information, Q&As, tips and strategies about superannuation and retirement planning.
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October 2025 Retiree newsletter
Pension fund performance: Monthly returns to September 2025, How can I top up my super pension?, Tax returns in retirement: Do I need to lodge one?, Introducing My Aged Care, Need care at home? We look at where to find it and what it costs, The cost of residential aged care
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October 2025 Super booster newsletter
Division 296 super tax explained (including calculator), Division 293 super tax explained (including calculator), MySuper funds: What they are and who offers them, What are lifecycle super funds, and how do they perform?, Super fund performance: Monthly returns to August 2025, Super news for October 2025
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October 2025 Retirement planner newsletter
Case study: High earners near retirement aim for six-figure income and tax-free inheritance, The sprint finish: How to boost your super before retirement, Why financial literacy is vital for a good retirement, Investing in retirement: Balancing risk, income and longevity, Home Equity Access Scheme (HEAS) explained
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October 2025 SMSF newsletter
SMSF investing: 20 most popular Australian shares, SMSF investing: 20 most popular international shares, SMSF investing: 20 most popular ETFs, SMSF investing: 20 most popular ETFs, SMSF investing: 20 most popular managed funds, SMSF investing: 20 most popular LICs/LITs, How to benchmark your SMSF returns, Navigating having an SMSF plus an industry or retail fund,…
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September 2025 Retiree newsletter
Downsizer super contributions: Rules and eligibility, Pension fund performance: Monthly returns to September 2025, Making sense of pension drawdown strategies, What to know before taking a lump sum from super
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September 2025 Super booster newsletter
What to check on your annual super fund statement, APRA’s performance test: Platforms continue to miss the mark, Checklist for employers to master your super responsibilities, How to recontribute your COVID-19 early release super, Super fund performance: Monthly returns to August 2025, Super news for September 2025
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September 2025 Retirement planner newsletter
My retirement diary (Part 6): Light at the end of the tunnel, Financial advice through super funds: What’s on offer?, Financial advice: What are the risks and benefits?, How to plan your spending through the 3 stages of retirement, What age should I retire?
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September 2025 SMSF newsletter
Which SMSF expenses are tax deductible?, Preparing for the annual meeting with your SMSF’s accountant, How to deal with lost paperwork in your SMSF, What to do if your SMSF gets a breach notification from the ATO, How do I transfer a UK pension to an Australian super fund?
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August 2025 Retiree newsletter
Age Pension rates (September 2025 to March 2026), Deeming rates (2025-26) and calculator for the Age Pension income test, Age Pension assets test rules (from September 2025), Age Pension calculator (September 2025 update), Age Pension income test rules (from September 2025), Commonwealth Seniors Health Card: Eligibility and how to apply, Updated best performing pension funds,…
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August 2025 Super booster newsletter
Super contributions eligibility checker, Updated best performing super funds, How LISTO works (Low Income Superannuation Tax Offset), How the First Home Super Saver (FHSS) scheme works, Super fund performance: Monthly returns to July 2025, Super news for August 2025
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August 2025 Retirement planner newsletter
My retirement diary (Part 5): The psychology of retirement, Designing a fulfilling retirement: Insights from coach Dr Jon Glass, 8 warning signs of a dodgy financial adviser, Who to turn to if you have a problem with your financial adviser, 3 steps to making a complaint about your super fund
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August 2025 SMSF newsletter
Tax-saving strategies only available to SMSFs, Five common financial mistakes SMSF trustees make just before retirement, Case study: Transferring shares into your SMSF (an in-specie transfer), SMSFs and cryptocurrency investments, How to prepare for an SMSF auditor and fill in your SMSF tax return
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July 2025 Retiree newsletter
Pension fund performance: Annual performance to June 2025, Pension fund performance: Monthly returns to May 2025, How lump sums can reduce your transfer balance account, How long does my super need to last in retirement?, Super death benefits and tax: What you and your beneficiaries need to know
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July 2025 Super booster newsletter
Super fund performance: Annual returns to June 2025, Super fund performance: Monthly returns to June 2025, Best performing super funds: Growth category (61–80%), Top 10 Balanced super funds ranked by risk and return, What to do if your employer doesn’t pay your super, Super news for July 2025
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July 2025 Retirement planner newsletter
What happens when you meet a financial adviser, A super guide to the bring-forward rule, Starting a pension from your super, How to find a super financial adviser, My retirement planning diary P4
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July 2025 SMSF newsletter
SMSFs: How to start a pension, Commuting an SMSF account-based pension, What SMSF trustees need to know about exempt current pension income (ECPI), What strategies can I consider to reduce tax on a super pension paid from my SMSF?, SMSF reporting and record-keeping requirements
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June 2025 Retiree newsletter
Aged care reforms: Changes to services, increased costs, Case studies: Super death benefit nominations, Age Pension Work Bonus: How it works and case studies, Pension fund performance: Monthly returns to May 2025
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Super Guide for the 2025-26 financial year
Super, pension and Age Pension changes from 1 July 2025
