Annual super fund returns, Funds with the lowest fees, 2021 year in review/preview, Starting an SMSF pension, State Seniors Cards, Age Pension Q&As
Highlights of the January 2022 edition of the SuperGuide newsletter include:
- FUNDS DELIVER MANY HAPPY RETURNS: Super funds delivered double digit returns in 2021. We reveal the top 10 Growth funds over one year and 10 years.
- SUPERHEROES AND VILLAINS: Fees can be a drag on super returns, so we reveal the funds with the lowest and highest fees.
- 2021 YEAR IN REVIEW: Despite ongoing COVID disruptions, investors had plenty to celebrate in the year that was.
- HOW TO START YOUR SMSF PENSION: If you’re ready to start a retirement income stream, our simple guide will show you how.
- HAVE CARD, WILL TRAVEL: State and territory Seniors Cards come packed with travel and other concessions, so don’t miss out.
- AGE PENSION Q&As: Some of our most asked questions from readers concern the family home and pension entitlements.
SUPER NEWS
ASIC issues warning to SMSFs on crypto, Superannuation needs to be part of draft National Plan to End Violence against Women and Children 2022-2032, Size and frequency of voluntary super… Read more.
ASIC issues warning to SMSFs on crypto, Superannuation needs to be part of draft National Plan to End Violence against Women and Children 2022-2032, Size and frequency of voluntary super… Read more.
The difference between holding your super savings in a leading fund compared to a lemon can make a big difference to your retirement outcome, so it pays to keep an eye on which funds perform well consistently over the long term as well as the past year. Read more.
The difference between holding your super savings in a leading fund compared to a lemon can make a big difference to your retirement outcome, so it pays to keep an eye on which funds perform well consistently over the long term as well as the past year. Read more.
Super funds overcame Trump’s tariff turmoil in April to finish in positive territory, reaffirming the importance of sitting tight and ignoring the short-term market “noise”. Read more.
Super funds overcame Trump’s tariff turmoil in April to finish in positive territory, reaffirming the importance of sitting tight and ignoring the short-term market “noise”. Read more.
Super funds went above and beyond in 2024, with the median Growth fund up 11.4% and even the most conservative investment options performing strongly. Read more.
Super funds went above and beyond in 2024, with the median Growth fund up 11.4% and even the most conservative investment options performing strongly. Read more.
In these reckoners you can view the median super fund returns for 1, 3, 5, 7, 10 and 15 years across five different investment options for the last 10 calendar… Read more.
In these reckoners you can view the median super fund returns for 1, 3, 5, 7, 10 and 15 years across five different investment options for the last 10 calendar… Read more.
SUPER FUNDS
Discover the cheapest super funds overall, funds with the lowest fees for each investment category, as well the most expensive super funds. Read more.
Discover the cheapest super funds overall, funds with the lowest fees for each investment category, as well the most expensive super funds. Read more.
An easy way to determine if you believe your super fund is good value, is to assess the cost of your super fund against the average costs for the different… Read more.
An easy way to determine if you believe your super fund is good value, is to assess the cost of your super fund against the average costs for the different… Read more.
Super fund returns may grab the limelight, but even small differences in fees can make a big difference to your retirement balance in the long run. Read more.
Super fund returns may grab the limelight, but even small differences in fees can make a big difference to your retirement balance in the long run. Read more.
Choosing an excellent super fund can make a big difference to your retirement outcomes. The first step is an understanding of the five broad categories of funds on offer. Read more.
Choosing an excellent super fund can make a big difference to your retirement outcomes. The first step is an understanding of the five broad categories of funds on offer. Read more.
We’ve done the digging to help you make the most of what your super fund has to offer.Australia’s biggest super funds are getting even bigger, thanks to a spate of… Read more.
We’ve done the digging to help you make the most of what your super fund has to offer.Australia’s biggest super funds are getting even bigger, thanks to a spate of… Read more.
Default MySuper funds have been undergoing a makeover in recent years, with performance under the microscope and fees falling. Read more.
Default MySuper funds have been undergoing a makeover in recent years, with performance under the microscope and fees falling. Read more.
SMSFs
In another year dominated by COVID-19 disruptions to lives and livelihoods, investors have much to celebrate. Read more.
In another year dominated by COVID-19 disruptions to lives and livelihoods, investors have much to celebrate. Read more.
After another wild year on investment markets, the summer break is a good time to review your SMSF and resolve to make it fit for whatever 2025 may bring. Read more.
After another wild year on investment markets, the summer break is a good time to review your SMSF and resolve to make it fit for whatever 2025 may bring. Read more.
Starting a pension from your SMSF involves some paperwork, but it’s not too onerous if you follow these guidelines. Read more.
Starting a pension from your SMSF involves some paperwork, but it’s not too onerous if you follow these guidelines. Read more.
Stopping part or all of a pension can be a useful strategy for SMSFs in certain situations. We explain how and why. Read more.
Stopping part or all of a pension can be a useful strategy for SMSFs in certain situations. We explain how and why. Read more.
Now that SMSFs can have six members instead of four, here’s a refresher on the process involved in adding new members and some of the issues to weigh up. Read more.
Now that SMSFs can have six members instead of four, here’s a refresher on the process involved in adding new members and some of the issues to weigh up. Read more.
RETIREMENT PLANNING
It can be difficult knowing where to start when you are ready to think seriously about retirement, but working through these easy steps will help. Read more.
It can be difficult knowing where to start when you are ready to think seriously about retirement, but working through these easy steps will help. Read more.
There’s a lot to think about in the run-up to retirement, from where your income will come from to where you’ll live, but answering these questions should help you prepare. Read more.
There’s a lot to think about in the run-up to retirement, from where your income will come from to where you’ll live, but answering these questions should help you prepare. Read more.
Aakash Mehta answers readers questions about account-based super pensions and when it’s appropriate to start one. Read more.
Aakash Mehta answers readers questions about account-based super pensions and when it’s appropriate to start one. Read more.
IN RETIREMENT
See also our guides to seniors cards for each state and territory:
Now updated with part 2 (if you are moving to a lifestyle village) and part 3 (if you are not purchasing a new home straight away). Read more.
Now updated with part 2 (if you are moving to a lifestyle village) and part 3 (if you are not purchasing a new home straight away). Read more.
Once you’ve blown out the candles on your 60th birthday cake, retirement beckons. Or does it? For many Australians, the path to retirement has twists and turns they never imagined. Read more.
Once you’ve blown out the candles on your 60th birthday cake, retirement beckons. Or does it? For many Australians, the path to retirement has twists and turns they never imagined. Read more.