SuperGuide newsletter archive
The SuperGuide newsletter contains all the latest information, Q&As, tips and
strategies about superannuation and retirement planning.
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February 2025 SMSF newsletter
Writing your SMSF investment strategy (including templates), The role of cash and bonds in your portfolio and what’s available, What happens if I don’t pay the minimum pension from my SMSF?, What are the penalties for SMSF non-compliance?, Can my SMSF invest in gold?
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January 2025 Retiree newsletter
How to create an investment portfolio in retirement, How to maximise your Age Pension, Should retirees use their super to become debt free?, Guides to state seniors cards
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January 2025 Super booster newsletter
Best performing super funds: Growth category (61–80%), Super fund performance over 32 calendar years (to December 2024), Super fund performance reckoners: Annual returns for 5 investment categories, Tips to boost your super when time is on your side, Super news for January 2025, Super fund performance: Monthly returns to December 2024
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January 2025 Retirement planner newsletter
Can I get free financial advice?, Wealthy retirees: Should I start a super pension or draw on non-super investments first?, How long you can expect to live and what it means for your super, How sequencing risk affects your retirement, How to measure the financial impact of delaying retirement
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January 2025 SMSF newsletter
2024 year in review, 2025 year in preview, 5 new year’s resolutions for your SMSF, Where are we now? Pending and recent superannuation changes, SMSFs and insurance: Rules and considerations, Currency hedging for SMSFs
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December 2024 Super booster newsletter
How to boost your spouse’s balance and make the most of super caps (including calculator), Quiz: Boosting your super with super contributions, When can I access my super? All conditions of release explained, Super fund performance: Monthly returns to November 2024, Super news for December 2024
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December 2024 Retiree newsletter
Reversionary pensions: What they are and how they work, Commonwealth Seniors Health Card: Eligibility and how to apply, How to navigate the different stages of retirement, Need care at home? We look at where to find it and what it costs, Q&A: How can we reduce the super death tax for our beneficiaries?
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December 2024 Retirement planner newsletter
Where to find retirement income in addition to super, Saving for retirement outside super, Can I return to work after I access my super?, Transfer balance cap (TBC) for super pensions: How it works, Your super after death: How to get your savings into the right hands fast
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December 2024 SMSF newsletter
Your SMSF calendar for 2025, What are the setup and running costs for an SMSF?, What is the sole purpose test, and how does it work?, Real DIY super: How to keep SMSF costs super low, Platforms and wraps: Benefits and downsides
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November 2024 Retiree newsletter
Pension fund rankings, Are pension withdrawal rates safe?, Minimum pension drawdown rates (2024–25) and calculator, What happens to my Age Pension if I sell my home?
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November 2024 Super booster newsletter
Super funds of the year awards: Best super funds for 2024-25. Super fund rankings, How superannuation works: Super for beginners guide, Making superannuation contributions: Super for beginners guide, Super fund performance: Monthly returns to October 2024, Super news for November 2024
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November 2024 Retirement planner newsletter
How to afford a ‘comfortable’ retirement with less super, Selecting a retirement income calculator, Modern retirement modelling: Increasing confidence in retirement planning, Pension fund of the year 2024-25: What makes a winner?, Australian independent financial advisers: National list
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November 2024 SMSF newsletter
Can you be your own SMSF accountant?, How do SMSFs invest?, SMSFs: What are the lump sum withdrawal rules?, SMSFs: Legacy pension relief at long last, SMSFs: Running multiple pensions for the one member
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October 2024 Retiree newsletter
What happens to my Age Pension if I sell my home?, Case study: Recontribution of death benefits?, Retirement: The goals are shifting, Proposed increases to the cost of aged care
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October 2024 Super booster newsletter
How to make the most of your super contributions, Balanced, Growth, Defensive: What’s in a name?, How do tax-deductible superannuation contributions work?, Retiring early due to ill health? 6 steps to stay on track, Super fund performance: Monthly returns to September 2024, Super news for October 2024
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October 2024 Retirement planner newsletter
Retirement planning case study: Hassan, 60, How much can I afford to spend in retirement?, What you need to know about investing your inheritance in super, Location the missing ingredient in retirement planning, Lifetime estimator calculator
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October 2024 SMSF newsletter
SMSF investment: 20 most popular Australian shares, SMSF investment: 20 most popular ETFs, SMSF investment: 20 most popular international shares, SMSF investment: 20 most popular managed funds, SMSF investment: 20 most popular LICs/LITs, SMSF insights 2024: Div 296, Superstream, ETFs and more, TBAR: Transfer balance account reporting for SMSFs, Common errors SMSF trustees make with…
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September 2024 Retiree newsletter
10 points to check on your annual super fund statement, Super fund fees and charges you need to know about, APRA’s performance test: Platforms miss the mark, How the First Home Super Saver (FHSS) scheme works, Super fund performance: Monthly returns to August 2024, Super news for September 2024