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  • SMSFsAs if superannuation wasn’t complex enough, when you have a self-managed superannuation fund (SMSF) you take on considerably more responsibility, and it’s essential therefore to have a comprehensive understanding of the current super and SMSF rules. In this section you will find detailed explanations of the SMSF rules and the responsibilities for SMSF trustees. SMSFs for beginners SMSF administration SMSF checklists SMSF compliance SMSF investment SMSF pensions SMSF strategies SMSF Q & As As a first step, the following are key articles that describe how SMSFs work.
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March 2024 Retiree newsletter

Age Pension rates (March 2026 to September 2026)
Age Pension rates are rising again. Check the latest rates for singles, couples and transitional pensions and learn what you may be entitled to. Read more.
Age Pension rates (March 2026 to September 2026)
Age Pension rates are rising again. Check the latest rates for singles, couples and transitional pensions and learn what you may be entitled to. Read more.
Age Pension assets test rules (from March 2026)
This article details the rules and limits of the Age Pension assets test (how much your savings and other assets are worth), which is one half of the means test … Read more.
Age Pension assets test rules (from March 2026)
This article details the rules and limits of the Age Pension assets test (how much your savings and other assets are worth), which is one half of the means test … Read more.
Age Pension income test rules (from March 2026)
A common question for those nearing or in retirement is “How much can a pensioner earn before it affects the pension?”. Read more
Age Pension income test rules (from March 2026)
A common question for those nearing or in retirement is “How much can a pensioner earn before it affects the pension?”. Read more
Age Pension calculator (March 2026 update)
Our Age Pension calculator gives you an estimate of your potential Age Pension entitlements based on your situation, assets and income. Read more.
Age Pension calculator (March 2026 update)
Our Age Pension calculator gives you an estimate of your potential Age Pension entitlements based on your situation, assets and income. Read more.
Am I eligible for the Age Pension?
A common question for Australians planning their retirement is if, and when, they will be eligible for the Age Pension. Read more.
Am I eligible for the Age Pension?
A common question for Australians planning their retirement is if, and when, they will be eligible for the Age Pension. Read more.
How to maximise your Age Pension
If you’re on a part-Age Pension, or just miss out on one, you may be able to increase your pension entitlements with some of these perfectly legitimate strategies. Read more.
How to maximise your Age Pension
If you’re on a part-Age Pension, or just miss out on one, you may be able to increase your pension entitlements with some of these perfectly legitimate strategies. Read more.
Aged care star ratings: Good but can do better
New star ratings and a Dollars to Care measure aim to shine a light on the quality of aged care facilities, but the jury is still out on the quality… Read more.
Aged care star ratings: Good but can do better
New star ratings and a Dollars to Care measure aim to shine a light on the quality of aged care facilities, but the jury is still out on the quality… Read more.

Strategies to split or share your super balance with your spouse

Wednesday 24 April 2024 at 11:00 am AEST

This webinar will show you how you can move part of your superannuation balance to your spouses account and effectively maintain equal member super balances.

Find out more

Supporting younger family members with large financial gifts or ‘early inheritance’ is becoming more common, with the cost of living (and housing) rising and parents living longer than ever. If you’re considering a gift, you should understand the impact on your Age Pension entitlements before you take action.

Learn more about Age Pension gifting rules.

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.

Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.

SuperGuide is Australia’s leading superannuation and retirement planning website.

SuperGuide Pty Ltd ATF SuperGuide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.

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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.

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