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.
It’s been another good month for super funds and their members, with funds on track for another strong annual performance. Read more.
It’s been another good month for super funds and their members, with funds on track for another strong annual performance. Read more.
Now updated to 30 September 2024. 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 2024. 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
SuperStream is a data and payment standard for super funds that makes it much easier to collect contributions and pay rollovers – even for SMSFs. Read more.
SuperStream is a data and payment standard for super funds that makes it much easier to collect contributions and pay rollovers – even for SMSFs. Read more.
Understanding the transfer balance account rules, including timing and transaction reporting, is extremely important for SMSF trustees.. Read more.
Understanding the transfer balance account rules, including timing and transaction reporting, is extremely important for SMSF trustees.. 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
There are times in life when the right financial advice could prove invaluable, but it’s important to know what you are looking for and where to find it. Here’s how. Read more.
There are times in life when the right financial advice could prove invaluable, but it’s important to know what you are looking for and where to find it. Here’s how. 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.