SuperGuide
Superannuation and retirement planning information
The SuperGuide newsletter contains all the latest information, Q&As, tips and strategies about superannuation and retirement planning.
Getting to know your super fund and what it can do for you, Top-performing sustainable super funds (to December 2023), Australian income tax brackets and rates (2023-24 and 2024-25), Super news for April 2024, Super fund performance: Monthly returns to March 2024
7 retirement mistakes you don’t want to make, How to use the TelstraSuper Lifetime Income Calculator, The taper trap: Super and the Age Pension means test, Should I close my super account when I retire?, Case studies: How to make the most of higher contribution caps
Contribution cap increases: Issues to consider, Running multiple SMSFs: What are the pros and cons?, Asset valuation guidelines for SMSFs, Franked dividends and franking credits for SMSFs, What laws do SMSFs need to adhere to?
Age Pension rates (March 2024 to September 2024), Age Pension assets test rules (from March 2024), Age Pension income test rules (from March 2024), Age Pension calculator (March 2024 update), Am I eligible for the Age Pension?, How to maximise your Age Pension, Aged care star ratings: Good but can do better
How to make your super more socially aware, Top-performing sustainable super funds (to December 2023), 9 investment risks and how they can affect your super, Super news for March 2024, Super fund performance: Monthly returns to February 2024
How to use the TelstraSuper Retirement Lifestyle Planner, How lifetime income products can help reduce the ‘taper trap’ for retirees, How inflation affects your retirement income, What is the cost of living in retirement in Australia?, Worried about outliving your retirement savings? 9 steps that can help
Can you rollover an SMSF pension to another fund?, SMSFs: Investing in related trusts and companies, What is a core and satellite investment strategy?, SMSFs and financial advice: A matter of cost and trust, Estate planning and SMSFs: What it is and why it matters
Pension fund performance to December 2023, Best performing pension funds updated to December 2023, Have you got an exit plan? The importance of estate planning, What is a testamentary trust and does my Will need one?, Estate planning when your child has a disability: What can I do?
Super news for February 2024, Super fund performance: Monthly returns to January 2024, Best performing super funds updated to December 2023, Should your life and disability insurance be inside super?, Income protection insurance through super: A definitive guide, TPD insurance through super: A definitive guide
Does your super fund pay a retirement bonus when you start a pension?, How to boost your spouse’s balance and make the most of super caps, How to get ready for retirement if you own a business, Retiring soon? Here are 5 questions you need to answer first, Retiree reflections: Does your housing meet your retirement needs?
Passive versus active: Which investment style is best?, Top 5 mistakes SMSF trustees make with their annual returns, Does my SMSF need to register for GST?, SMSF investors: How to avoid getting scammed, In-specie transfers out of an SMSF
Working in retirement: Busting the age barrier, How to work for longer to improve your retirement lifestyle, What is the Medicare Safety Net and am I eligible?, Why aged care deserves to be part of your retirement plan, Need care at home? We look at the costs
Super fund performance over 31 calendar years (to December 2023), Super fund performance reckoners: Annual returns for 5 investment categories, Best performing super funds: Growth category (61–80%), Super fund performance: Monthly returns to December 2023, Super funds with the lowest income protection insurance premiums, Super funds with the lowest life and TPD insurance premiums, Which are the largest super funds?, Super news for January 2024
How to use the Mercer Retirement income simulator, How it can pay to put as much as possible into super, Calculate how to reach your super balance goal, Should I retire overseas?, Retiring overseas: Implications for your super and tax
2023 year in review, 2024 year in preview, The role of cash and bonds in your portfolio and what’s available, What are the key differences between SMSFs and public offer funds?, What are the SMSF residency requirements, ATO SMSF supervisory levy: Cost and guidelines
Reverse mortgage calculators: How-to guides, Reverse mortgages: What are they and how do they work?, How the Home Equity Access Scheme works (formerly Pension Loan Scheme), Consider these two risks before you start a super pension, Age Pension Work Bonus: How it works and case studies
Reducing tax on capital gains with super contributions, APRA’s performance test: Progress but can do better, Managing your super when you’re moving overseas: 5 steps for success, Super fund performance: Monthly returns to November 2023, Super news for December 2023
How to budget for retirement, Saving for retirement outside super, Your home: The foundation of retirement planning, How to use Industry Super Funds’ Transition to retirement (TTR) calculator, Transition-to-retirement strategies
