• Super booster
    • Super essentialsLearn the core rules and basics of super.
    • Super fund essentialsUnderstand how super funds work and what to compare.
    • Super investingDiscover strategies to grow your retirement savings.
    • Super contributionsFind out how much to contribute and your options.
    • Super and taxMaximise tax benefits and keep more of your money.
    • Super resourcesGuides and tools to help you grow your super.
  • Retirement planner
    • Getting startedBegin your retirement planning journey.
    • Planning your retirementDiscover smart ways to grow your savings.
    • Case studiesLearn from real retirement journeys.
    • CalculatorsSee how much you’ll need and if you’re on track.
    • Seeking financial adviceKnow when to get advice and choose the right adviser.
    • Preparing for retirementKnow what to do before you retire.
  • Retiree
    • Accessing superLearn when and how to withdraw your super.
    • Managing super in retirementMake your super last longer.
    • Age Pension and seniors concessionsSee what benefits you can claim.
    • Other income in retirementFind income sources beyond super.
    • Life in retirementIdeas and guidance to enjoy a fulfilling retirement.
    • Later life planningPrepare for aged care and estate matters.
  • 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.
    • SMSF for beginnersLearn how to set up and run an SMSF.
    • SMSF admin and complianceStay on top of rules, reporting, and annual obligations.
    • SMSF investingBuild and manage your SMSF investments.
    • SMSF pensions and lump sumsLearn how and when to access your SMSF.
    • SMSF estate planningPlan how your SMSF benefits are passed on.
    • SMSF strategies and checklistsUse proven strategies and practical checklists.
  • Special features
    • Calculators
    • Newsletters
    • Step-by-step guides
    • Webinars
Join now
Log in
Join now
Log in
Newsletters
Saved guides
Step-by-step guides
Webinars

April 2024 Retirement Planner newsletter

7 retirement mistakes you don’t want to make
There are lots of decisions to make as you prepare for retirement, and potentially large sums of money involved, so it’s important to avoid costly mistakes. Read more.
7 retirement mistakes you don’t want to make
There are lots of decisions to make as you prepare for retirement, and potentially large sums of money involved, so it’s important to avoid costly mistakes. Read more.
The taper trap: Super and the Age Pension assets test
A quirk of our retirement income system can leave retirees with middling a super balance worse off than a full Age Pensioner. But there are ways to increase Pension entitlements Read more.
The taper trap: Super and the Age Pension assets test
A quirk of our retirement income system can leave retirees with middling a super balance worse off than a full Age Pensioner. But there are ways to increase Pension entitlements Read more.
Should I close my super account when I retire?
Rather than being the time to take your money and run for the hills, retirement is when super really comes into its own. Read more.
Should I close my super account when I retire?
Rather than being the time to take your money and run for the hills, retirement is when super really comes into its own. Read more.
Case studies: How to make the most of higher contribution caps
Super fund members can make higher contributions this financial year, but the actual amount may depend on whether you’ve previously triggered the bring-forward rule. Read more.
Case studies: How to make the most of higher contribution caps
Super fund members can make higher contributions this financial year, but the actual amount may depend on whether you’ve previously triggered the bring-forward rule. 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

Paying off your home and saving in super are both essential steps for a comfortable retirement, so what do you do if your priorities are competing for attention? Read about how to choose where to direct your savings.

Jubilacion provides the confidence you need to make retirement decisions based on a rigorous, modelling-based service – overseen by actuaries.

SuperGuide members receive a 20% off Jubilacion Australia’s standard price for their detailed asset and cash flow modelling service.

Find out more

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.

SuperGuide membership

  • Become a member
  • Start a free account
  • What SuperGuide covers
  • Pricing
  • What our members say

Find the right membership

  • Retirement is a long way off
  • Nearing retirement
  • In retirement
  • SMSF trustees
  • Employer workplace program

Company

  • About us
  • Advertise
  • Careers
  • Contact us
  • Copyright Policy
  • Editorial Policy and Complaints
  • Sitemap
  • Support
4.7

Address

Level 23, 520 Oxford St,
Bondi Junction, NSW 2022

Phone

1800 955 753

  • Facebook
  • X
  • LinkedIn
  • YouTube
  • Google

Disclaimer

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.

  • Full SuperGuide disclaimer
  • Terms and Conditions of Use
  • Financial Services Guide
  • Privacy Policy and Privacy Collection

© 2008–2026 SuperGuide

SuperGuide
Forgot Password
 

Not a member?
Learn more about becoming a SuperGuide member