September 2024 SMSF newsletter
An insight into SMSF trust deeds, How to record SMSF minutes, Transition to retirement Q&As: Part 2, What happens if I don’t pay the minimum pension from my SMSF?, SMSF pension strategy: Lump sum payments
SuperGuide newsletter archive
The SuperGuide newsletter contains all the latest information, Q&As, tips and strategies about superannuation and retirement planning.
August 2024 Retiree newsletter
Pension fund performance to June 2024, Making super contributions after age 60: Even in retirement, In your 70s? The super rules that apply to you, Death benefits Q&As: Part 3
August 2024 Super booster newsletter
Super fund performance: Monthly returns to July 2024, Top-performing sustainable super funds (to June 2024), What are lifecycle super funds, and how do they perform?, What to do if you exceed your super contributions caps, Super news for August 2024
August 2024 Retirement planner newsletter
Retirement planning case study: Tony, 50 and Anna, 48, In your 60s? The super rules that apply to you, Your tax guide to accessing your super under age 60, Your tax guide to accessing your super over age 60, Accessing super between 60 and 65
August 2024 SMSF newsletter
How to invest according to your values and address climate risk in your SMSF portfolio, SMSF statistics: 1.1 million members with $869 billion in super, What type of people have SMSFs?, Transition to retirement strategies, Transition to retirement: Q&A part 1
July 2024 Retiree newsletter
How retirees are using home equity to boost income, How does your super affect the Age Pension?, Quiz: Age Pension rules, Smashing senior stereotypes, Death benefits Q&As: Part 2
July 2024 Super booster newsletter
Super fund performance over 32 financial years (to June 2024), Best performing super funds: Growth category (61–80%), Top 10 Balanced super funds ranked by risk and return, Super fund performance: Monthly returns to June 2024, How a government co-contribution can help boost your super savings, Case studies: How to make the most of higher contribution caps, Super news for July 2024
July 2024 Retirement planner newsletter
How a transition-to-retirement pension works, Planning to retire before turning 60? What you need to consider, Planning to retire at 60? What you need to consider, Planning to retire at 65? What you need to consider, Quiz: Planning for retirement
July 2024 SMSF newsletter
Preservation age and transition-to-retirement pensions align, Can I live in my SMSF property?, What does SuperStream mean for my SMSF, Director Identification Numbers: What is required for SMSFs, How to wind up an SMSF
Super Guide for the 2024-25 financial year
Super, pension and Age Pension changes from 1 July 2024
June 2024 Retiree newsletter
Changing pace: Retiring and thriving together, Workforce age discrimination and what it means for your super, The cost of residential aged care, Winding up an estate: 11 steps to help get the job done, Death benefits Q&A: Part 1
June 2024 Super booster newsletter
Super funds of the year awards: Best super funds for 2024, What do the 2024 tax cuts mean for your super contributions?, How investing in infrastructure adds to your super returns, Super news for June 2024, Super fund performance: Monthly returns to May 2024
June 2024 Retirement planner newsletter
What different types of financial advice should I consider?, Retirement planning for couples, What to consider if you’re forced to retire early, Combining new retirement products to maximise retirement income: A case study, What is the retirement age in Australia?
June 2024 SMSF newsletter
EOFY: Getting your SMSF in order, What is a self-managed super fund (SMSF)?, SMSF setup guide: 9 steps you need to follow, SMSF audits: Fees and guidelines, SMSFs: What is an actuarial certificate, and how much do they cost?
May 2024 Retiree newsletter
Pension fund of the year 2024: What makes a winner?, Which super funds offer income for life?, Managing retirement income with a bucket strategy, Deeming rates (and calculator) for the Age Pension income test
May 2024 Super booster newsletter
Super housekeeping tips for EOFY, How to avoid super scams, Updated super fund rankings, Monthly returns to April 2024, Super news for May 2024.
Federal Budget May 2024 newsletter
Federal Budget May 2024 overview: Superannuation and retiree announcements
May 2024 Retirement Planner newsletter
How much super do I need to retire?, Retiring on $50,000 a year (or $70,000 for a couple), Retiring on $60,000 a year (or $84,000 for a couple), Retiring on $80,000 a year (or $112,000 for a couple), Retiring on $100,000 a year (or $140,000 for a couple), Is $500,000 in super enough to retire on?, Is $700,000 in super enough to retire on?, Is $1 million in super enough to retire on?, Is $2 million in super enough to retire on?
