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October 2023 Retirement planner newsletter

How much super do I need if I’m renting in retirement?
Retirees who rent generally need more retirement income and savings than homeowners, to enjoy a similar standard of living. Read more.
How much super do I need if I’m renting in retirement?
Retirees who rent generally need more retirement income and savings than homeowners, to enjoy a similar standard of living. Read more.
Project your final super balance with Moneysmart’s Superannuation calculator
Watch our video demonstration of ASIC’s MoneySmart Superannuation calculator to see how it can help you predict your final balance and compare super funds. Read more.
Project your final super balance with Moneysmart’s Superannuation calculator
Watch our video demonstration of ASIC’s MoneySmart Superannuation calculator to see how it can help you predict your final balance and compare super funds. Read more.
What happens when you meet a financial adviser
Before you select a financial adviser, it’s important to understand what you want to achieve and how to prepare for your first meeting. Read more.
What happens when you meet a financial adviser
Before you select a financial adviser, it’s important to understand what you want to achieve and how to prepare for your first meeting. Read more.
Who to turn to if you have a problem with your financial adviser
The financial advice sector has done a lot in recent years to improve the overall quality of advice, but when things go wrong there is a structured complaints process. Read more.
Who to turn to if you have a problem with your financial adviser
The financial advice sector has done a lot in recent years to improve the overall quality of advice, but when things go wrong there is a structured complaints process. Read more.
3 steps to making a complaint about your super fund
When you have an issue with your super fund or its insurer, it’s important to know who to turn to, including AFCA, and how to go about it. Read more.
3 steps to making a complaint about your super fund
When you have an issue with your super fund or its insurer, it’s important to know who to turn to, including AFCA, and how to go about it. Read more.
What concession cards are available for seniors and pensioners?
If you are a pensioner, self-funded retiree or still working in your 60s, don’t be shy; these concession cards are worth signing up for. Read more.
What concession cards are available for seniors and pensioners?
If you are a pensioner, self-funded retiree or still working in your 60s, don’t be shy; these concession cards are worth signing up for. Read more.

Transition-to-retirement pensions: Strategies and benefits

Thursday 26 October 2023 at 11:00 am AEDT

In this webinar, Garth will take you through the key benefits of using a transition to retirement pension; from tax planning to achieving better estate planning outcomes. This webinar is a must for all readers approaching or considering retirement.

Find out more

If you own a small business it’s critical to make yourself aware of the small business CGT exemptions that may apply on when you sell it.

The 15-year exemption and retirement exemption can allow you to make significant super contributions outside the usual contribution limits.

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.