Most super funds provide tools to help you estimate your annual retirement income and how long it should last. But how reliable are they? It pays to know what to… Read more.
Most super funds provide tools to help you estimate your annual retirement income and how long it should last. But how reliable are they? It pays to know what to… Read more.
There can be a bit of a learning curve with MoneySmart’s Retirement Planner, and it may appear intimidating at first glance, so we created a short video to help you… Read more.
There can be a bit of a learning curve with MoneySmart’s Retirement Planner, and it may appear intimidating at first glance, so we created a short video to help you… Read more.
Understanding how common behaviours and cognitive biases can short-change your retirement is the first step to taking control of your financial future. Read more.
Understanding how common behaviours and cognitive biases can short-change your retirement is the first step to taking control of your financial future. Read more.
If you are under age 65 and want to access your super but not sure whether you are eligible, these answers to frequently asked questions may help. Read more.
If you are under age 65 and want to access your super but not sure whether you are eligible, these answers to frequently asked questions may help. Read more.
Introducing a new benefit of your SuperGuide membership, where we arrange discounts to complementary services provided by carefully selected partners.
Jubilacion uses expert financial modelling to answer the big questions on the minds of people thinking about their retirement, such as how much money you need to retire.
The aged care system is notoriously complex. This webinar will outline the aged care landscape including how to access help in the home or get into residential aged care and the costs involved.
Q: I’m filling out my ‘notice of intent to claim’ for fy23 and I have some questions. This is only the second time I’ve used this form.
If I have made personal contributions previous financial years and have never claimed them can I retroactively claim them?
If I can how far back can I go?
A: No, you can’t claim deductions for contributions made in previous financial years. Your notice of intent to claim a deduction must be submitted by the day you submit your tax return for the financial year you made the contribution, or by the end of the following financial year, whichever comes first.
There is no way to claim deductions for contributions made in 2021-22 or prior because the end of the financial year following those years has already passed.
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.
