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March 2026 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 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.
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
Deeming rates and calculator for the Age Pension income test
The days of ultra low deeming rates are over as they increase for the second year this financial year. Read more.
Deeming rates and calculator for the Age Pension income test
The days of ultra low deeming rates are over as they increase for the second year this financial year. Read more.
Case study: Retirement income trade-offs in later retirement
This retiree case study follows Jackie and Charles as they explore ways to increase their retirement income while preserving a long-held family asset. It compares different strategies involving downsizing, superannuation,… Read more.
Case study: Retirement income trade-offs in later retirement
This retiree case study follows Jackie and Charles as they explore ways to increase their retirement income while preserving a long-held family asset. It compares different strategies involving downsizing, superannuation,… Read more.
Pension fund performance: Monthly returns to April 2026
Escalating US-Iran conflict in the Middle East took a toll on pension funds in March but returns have bounced back in April. Read more.
Pension fund performance: Monthly returns to April 2026
Escalating US-Iran conflict in the Middle East took a toll on pension funds in March but returns have bounced back in April. Read more.

Division 296: The new tax on your super savings is now law!

Wednesday 1 April 2026 at 11:00 am AEST

The Australian Government recently passed new legislation to levy additional tax on Superannuation retirement savings starting July 1, 2026.

During this webinar, we will break down how Division 296 works, who is affected now and who may be caught in the future.

We will also highlight the practical steps you can take to navigate the changes and what immediate action you may need to take to get the best outcome.

IN CASE YOU MISSED IT: Watch our previous webinar, SuperGuide members Q&A: March 2026.

Q: I am the nominated beneficiary of my deceased husband’s superannuation fund. What options are available on how I receive this superannuation amount as the nominated beneficiary?

Do I automatically receive the funds to my nominated bank account? 

Do I have the option of transferring the inherited super funds to my own superannuation fund and if so, what limits apply? I have a pension fund set up when the limit was $1.6m with deposited funds of $1.2m. 

Are there any issues I should be aware of?

See Garth’s video answer here.

Having super savings in the accumulation phase means paying tax on your investment returns. If you’re eligible to transfer into a pension, you’re probably leaving money on the table. Find out more about starting a pension as soon as you can and topping up an existing pension.

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.