SuperGuide

Superannuation and retirement planning information

August 2024 Retirement planner newsletter

Retirement planning case study: Tony, 50 and Anna, 48
Today, we’ll check out the retirement planning journey of Tony and Anna. They haven’t focused on their superannuation in the past and they’re starting to wonder if they’re going to be able to reach their retirement goals. Read more.
Retirement planning case study: Tony, 50 and Anna, 48
Today, we’ll check out the retirement planning journey of Tony and Anna. They haven’t focused on their superannuation in the past and they’re starting to wonder if they’re going to be able to reach their retirement goals. Read more.
In your 60s? The super rules that apply to you
When you reach your 60s, the rules around making contributions and withdrawals from super start to change, so it’s important to know what’s what. Read more.
In your 60s? The super rules that apply to you
When you reach your 60s, the rules around making contributions and withdrawals from super start to change, so it’s important to know what’s what. Read more.
Your tax guide to accessing your super under age 60
If you’re eligible and thinking about tapping into your super before you turn 60, it’s worth checking the tax implications first. In some cases, you may be better holding off for a while. Read more.
Your tax guide to accessing your super under age 60
If you’re eligible and thinking about tapping into your super before you turn 60, it’s worth checking the tax implications first. In some cases, you may be better holding off for a while. Read more.
Your tax guide to accessing your super over age 60
Once you turn 60 and start withdrawing your super, the tax advantages of the super system come into play. Read more.
Your tax guide to accessing your super over age 60
Once you turn 60 and start withdrawing your super, the tax advantages of the super system come into play. Read more.
Accessing super between 60 and 65
Many of us dream of early retirement, but if you need to access your super to live the dream you need to tick a few boxes first, beginning with your age. Read more
Accessing super between 60 and 65
Many of us dream of early retirement, but if you need to access your super to live the dream you need to tick a few boxes first, beginning with your age. Read more

Buying property in an SMSF

Thursday 25 August 2024 at 11:00 am AEST

From the compliance requirements to the strategic opportunities, this webinar will also include an attendee Q&A Session.

Q&A: What are the benefits of spouse super equalisation strategies?
Q: Nikki asks, I would like to understand what the benefit is for my husband to withdraw funds when he turns 60, and then I reinvest the funds back in my name. Read more.
Q&A: What are the benefits of spouse super equalisation strategies?
Q: Nikki asks, I would like to understand what the benefit is for my husband to withdraw funds when he turns 60, and then I reinvest the funds back in my name. Read more.

Want to put a comprehensive retirement plan in place,  but don’t know where to start? Try our step by step guide to planning your retirement.

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.