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.
The end of the financial year is a good time to get your super house in order. Check our tips to make the most of your opportunities. Read more.
The end of the financial year is a good time to get your super house in order. Check our tips to make the most of your opportunities. 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
Member services have the potential to rev up your super returns, so check what’s on offer. Read more.
Member services have the potential to rev up your super returns, so check what’s on offer. Read more.
After five months of growth, super funds suffered negative returns in April, with the median Growth fund down 1.7% over the month. Read more.
After five months of growth, super funds suffered negative returns in April, with the median Growth fund down 1.7% over the month. Read more.
Now updated to 30 September 2023. 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… Read more.
Now updated to 30 September 2023. 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… 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
As the October deadline looms, SMSFs need to ensure they are ready and able to take rollovers via SuperStream. Read more.
As the October deadline looms, SMSFs need to ensure they are ready and able to take rollovers via SuperStream. Read more.
Two important changes to the transfer balance account rules come into effect from 1 July 2023, including updated SMSF reporting obligations and further indexation to the general transfer balance cap. Read more.
Two important changes to the transfer balance account rules come into effect from 1 July 2023, including updated SMSF reporting obligations and further indexation to the general transfer balance cap. 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
Good advice can make an enormous difference to your financial health and wellbeing, which is why it’s worth taking these steps to find the right financial adviser for your needs. Read more.
Good advice can make an enormous difference to your financial health and wellbeing, which is why it’s worth taking these steps to find the right financial adviser for your needs. Read more.
For some people, annuities can be an easy way to convert some of your super into a guaranteed income stream to cover your basic expenses in retirement. Read more.
For some people, annuities can be an easy way to convert some of your super into a guaranteed income stream to cover your basic expenses in retirement. Read more.