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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October 2023 SMSF newsletter
Choosing an SMSF service provider, SMSF guide to currency hedging, SMSF loans: What are the SMSF borrowing rules?, SMSFs and estate planning: Part 2, Managing your SMSF through a recession
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September 2023 Retiree newsletter
Tips to help your super last longer, Support services for unpaid carers, Help! I think I’m being paid too much pension, Dual pension strategy: Reducing super death benefits tax for non-dependants, Commonwealth Seniors Health Card: Eligibility and how to apply, Age Pension rates (September 2023 to March 2024)
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September 2023 Super booster newsletter
APRA’s performance test: Exposing choice products for the first time, Super fund performance: Monthly returns to August 2023, 10 points to check on your annual super fund statement, Super news for September 2023, How to use the Moneysmart Super Contributions Optimiser, Boosting your super balance with Super Rewards
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September 2023 Retirement planner newsletter
How to plan for your retirement, Why financial literacy is vital for a good retirement, What age should I retire?, Case study: When can I afford to retire?, What I would do differently now: Retirement plans are shifting with the times
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September 2023 SMSF newsletter
SMSFs and estate planning: Part 1, Which SMSF expenses are tax deductible?, SMSFs: How to deal with lost paperwork, Diversification and your SMSF: Why and how to do it, Super pensions vs lump sums: How they differ and why it matters
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August 2023 Retiree newsletter
Pension fund performance to June 2023, Super pensions: Trends in payment frequency, flexibility, fees and more, Healthy eating in your 70s and beyond, Advance care plans: Why everyone should have one, Best performing pension funds
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August 2023 Super booster newsletter
How carry-forward (catch-up) super contributions work, How myGov can help you keep track of your super, Risk profiling and your investment choice, Super fund performance: Monthly returns to July 2023, Super news for August 2023
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August 2023 Retirement planner newsletter
Independent financial advice: Why it’s important and how to find it, 8 warning signs of a bad financial adviser, Financial advice through super funds: What’s on offer?, Financial advice: What are the risks and benefits?, How to find a super financial adviser, Independent financial advisers
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August 2023 SMSF newsletter
SMSFs: Getting ready for the annual meeting with your accountant, SMSFs: What advice can your accountant provide?, Writing your SMSF investment strategy (including templates), ETFs: How do I use them and what do they cost?
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July 2023 Retiree newsletter
Women and super part 3: Making the most of super and other assets after retirement, In your 70s? The super rules that apply to you, Am I eligible for the Age Pension?, How do I apply for the Age Pension?, How does SAPTO work? (Senior Australians and Pensioners Tax Offset)
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July 2023 Super booster newsletter
Super fund performance over 31 financial years (to June 2023), 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 2023, The big picture: Focus on super’s long-term returns, In your 20s, 30s or 40s? The super rules that apply to…
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July 2023 SMSF newsletter
Property development in an SMSF: Recent ATO guidance, Commuting an SMSF account-based pension, SMSF returns are on par with large funds, Tax in SMSFs and regular super funds: How do they differ?, Non-arm’s length expenditure: NALE
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July 2023 Retirement planner newsletter
Women and super part 2: Strategies to boost your super in the lead up to retirement, In your 50s? The super rules that apply to you, In your 60s? The super rules that apply to you, Understanding the difference between your total super balance and your transfer balance cap, What to do if the market…
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June 2023 Retiree newsletter
Pension funds of the year 2023: What makes a winner?, Planning your account-based pension withdrawals for the new financial year, How separation and divorce affect the Age Pension, What is the Age Pension age?, Minimum pension drawdown rates and calculator
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June 2023 Super booster newsletter
Women and super part 1: How to grow your super in the early and middle years, What exactly is a Target Market Determination, and why should you care?, Life insurance through super: A definitive guide, Super fund performance: Monthly returns to May 2023, Super news for June 2023
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Super Guide for the 2023-24 financial year
Super, pension and Age Pension changes from 1 July 2023
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June 2023 Retirement planner newsletter
Countdown to retirement: Tips to help kickstart your retirement plans, How a transition-to-retirement pension works, High net worths: Is it worth starting a pension, or stick to accumulation?, How much does financial advice cost?, Getting financial advice? What your adviser needs to provide
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June 2023 SMSF newsletter
SMSF property ownership: Trustee requirements and obligations, EOFY: Getting your SMSF in order, TBAR: Transfer balance account reporting for SMSFs, SMSFs: Minimum account-based pension payments, strategies and calculator
