Latest super fund performance, Best and worst performing funds, Super tips for every age, Latest sustainable investment score card, Accessing super, What to do when the market tanks
Highlights of the October 2020 edition of the SuperGuide Premium newsletter include:
- IS YOUR SUPER FUND FIT FOR PURPOSE? Stockspot’s annual Fat Cat Fund Report has weighed the contestants and guess what – the higher the fees the lower the returns. Check out the fit and the feeble.
- SUPER TIPS FOR THE AGES: Super is a marathon not a sprint, but like any long-distance runner, it’s important to check your vital signs at milestones along the way.
- WOMEN’S RETIREMENT SAVINGS NOT SO SUPER: The recent federal Budget was criticised for the lack of initiatives to help women close the gender work, pay and savings gap. But some super strategies can help.
- THE INEXORABLE RISE OF SUSTAINABLE INVESTMENTS: Even before Rio Tinto blew up Juukan Gorge, the writing was on the wall. Investors are voting with their feet and flocking to investments that do good, not harm.
- RETIREE SURVIVAL KIT FOR MARKET STORMS: A big market fall when you have just retired, or are close to it, can derail the best-laid plans. The best form of action is not reaction, but planning.
- THINKING OF A SEACHANGE OR TREECHANGE? Let’s face it, after the year we’ve had who isn’t. Retirement expert Jill Weeks gives some practical tips for a successful move.
SUPER NEWS
Super news for October 2020
One-off super amnesty a success, Customers remain satisfied with super funds, Latest statistics for SMSFs, ASFA supports 40:40 Vision campaign, Early Release Scheme data, Cybersecurity matters more than ever.
Super fund performance: Monthly returns to September 2026
Super funds dipped in September, with the median Growth fund down 0.4% as shares and bonds fell, but a weaker Australian dollar helped limit the loss.
IN CASE YOU MISSED IT
See also our coverage of the 2020 Federal Budget.
SUPER TIPS
Sorry, no posts matched your criteria.
Tips to boost your super when retirement is a long way off
Focusing on your super with plenty of time up your sleeve can set you up for a secure future and minimise sacrifices down the line.
How to get your super in shape for retirement
As retirement nears, setting your super on the right path is more important than ever.
SUPER FOR BEGINNERS
How superannuation works: Super for beginners guide
Never quite understood how super works? This beginner’s guide has superannuation explained: what it is, how much you get and how to grow it.
How to find your lost super
If you are wondering why you have so little super to show for all your hard work, it may be time to search for super accounts you forgot you had.
How to compare super funds in 7 easy steps
If you are considering switching funds, or choosing a fund for the first time, comparing funds has never been easier.
How your super is invested: Super for beginners guide
Your super is invested for you, but you have more say than you might think. Learn how super investing works and how to choose an option that suits you.
SMSFs
Sorry, no posts matched your criteria.
SMSFs and cryptocurrency investments
As crypto investments surge in popularity, the ATO has issued guidance for SMSF trustees keen to dip a toe in the virtual asset water.
SMSF property tax deduction mistakes to avoid
Property investment is popular with SMSFs, so it’s important to know what your fund can and can’t claim as investment property tax deductions if you want to stay on the right side of the ATO.
SMSF investment rules: Collectables and personal use assets
An ATO crackdown on asset valuations is putting pressure on SMSFs with collectables to take stock.
SMSFs reserves: What are the rules?
Reserves can be a useful tool for SMSF trustees, but the ATO takes a dim view of anything that looks like tax avoidance.
ACCESSING YOUR SUPER
Preservation age explained: What it means for accessing your super
There are a series of hurdles you need to clear before you can access your super. The first is your age.
Accessing super between 60 and 65
Many of us dream of early retirement, but if you need to access your super to live the dream you need to tick a few boxes first, beginning with your age.
Accessing super: Reaching age 65
Once you turn 65 the last barriers to dipping into you super come down, even if you’re not ready to retire.
RETIREMENT PLANNING
What to do if the market tanks and you’re retired, or close to it
Volatile markets make it hard to plan ahead, but a good retirement plan can help you avoid panic-selling your super.
Perspectives on retirement
As a retirement coach I help people with their emotional (non-financial) journey to a fulfilling retired life. The definition of a ‘fulfilling retired life’ is very personal, which means it can’t be defined by a checklist.
