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Home / Newsletter archive / May 2025 retirement planner newsletter

May 2025 retirement planner newsletter

My retirement planning diary (Part 2): My super fund-amentals
After deciding I would retire this year, volatile global markets have forced me to review my plans. In part 2 of this series, I review my super investments and my… Read more.
My retirement planning diary (Part 2): My super fund-amentals
After deciding I would retire this year, volatile global markets have forced me to review my plans. In part 2 of this series, I review my super investments and my… Read more.
How to take advantage of the increased Transfer Balance Cap
An increased Transfer Balance Cap creates opportunities to transfer more into the tax-free retirement phase and contribute more to super but beware the fine print! Read more.
How to take advantage of the increased Transfer Balance Cap
An increased Transfer Balance Cap creates opportunities to transfer more into the tax-free retirement phase and contribute more to super but beware the fine print! Read more.
How super fund fees impact your net returns
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.
How super fund fees impact your net returns
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.
How much does financial advice cost?
Many Australians who admit they need financial advice are reluctant to get it due to the perceived cost, but are they right? We look at what’s available and what it… Read more.
How much does financial advice cost?
Many Australians who admit they need financial advice are reluctant to get it due to the perceived cost, but are they right? We look at what’s available and what it… Read more.
Case study: When can I afford to retire?
It’s a common question, and in this case study we follow one couple as they calculate the financial impact of retiring early or delaying by a few years. Read more.
Case study: When can I afford to retire?
It’s a common question, and in this case study we follow one couple as they calculate the financial impact of retiring early or delaying by a few years. Read more.

2025 year-end superannuation tips and traps

Thursday 15 May 2025 at 11:00 am AEST

Year-end strategies and procedures to get the best outcomes from your superannuation before the end of the 2024-25 financial year.

Find out more

IN CASE YOU MISSED IT: Watch our previous webinar, When can I access my super? All conditions of release explained.

Q&A: Can non-concessional contributions be made if the Transfer Balance Cap has been reached?
If you have previously reached your full transfer balance cap, but now you are well below the $1.9 million cap, can you undertake the bring forward rule and make a… Read more.
Q&A: Can non-concessional contributions be made if the Transfer Balance Cap has been reached?
If you have previously reached your full transfer balance cap, but now you are well below the $1.9 million cap, can you undertake the bring forward rule and make a… Read more.

If you’re looking to move a significant sum into super to enjoy tax-free returns after retirement, the bring-forward rule can help. With the end of the financial year approaching, after-tax contributions of up to $480,000 are possible within only a few months by using the usual annual cap before 30 June and the maximum $360,000 under bring forward after 1 July.

The Retirement Masterclass is a workshop designed to provide honest, trustworthy, expert financial advice to Australians.

SuperGuide members get 10% off tickets

Find out more

Refer a friend and both save!

Invite friends to join SuperGuide and get a discount on both your and their membership. Find out more

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.

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SuperGuide is Australia’s leading superannuation and retirement planning website.

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.

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Disclaimer

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.

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