When you start actively planning your retirement, it helps to do some rough calculations to work out how long your super might last under different scenarios.
Set out below are all SuperGuide articles that relate to Case studies.
What’s the Carer Allowance and am I eligible?
If you’re retired and caring for an ill or frail partner or family member, the government’s Carer Allowance can provide some useful extra income.
A super guide to the bring-forward rule
Using the bring-forward rules is a great way to put a large contribution into your super account in the same year. Here’s what you need to know about the rules.
The small business retirement exemption explained
Small business owners often regard their business as their retirement ‘nest egg’, but did you know you can contribute some of the sale proceeds to super and save tax at the same time?
Taking your super early due to ill health? 7 tips to help
Retiring early due to poor health can have a real impact on your retirement plans and finances, so here’s 7 tips on what to consider.
Case study: Transferring shares into your SMSF (an in-specie transfer)
Moving assets into the lower-tax super environment can be a rewarding strategy. This is how it’s done.
5 ways sequencing risk affects your retirement
Sequencing risk can ruin even the most carefully planned retirement, with losses and low returns when you withdraw your super savings giving you less to spend.
Your tax guide to accessing your super under age 60
If you access your super when you’re under age 60, the tax man is going to get a share of it, so make sure you know the rules.
Your tax guide to accessing your super under age 60
If you access your super when you’re under age 60, the tax man is going to get a share of it, so make sure you know the rules.
Your tax guide to accessing your super over age 60
When you reach age 60, the rules change on how much tax you are required to pay when you withdraw your super savings.
Recontribution strategy case study: How superannuation tax components impact estate planning
By withdrawing and recontributing some of your super, you may be able to reduce the amount of tax paid by your beneficiaries. Here’s how it works.
SMSFs and property: A Super Guide
The ability to invest in real property is one of the attractions of SMSFs, but it’s tightly regulated.
A simple guide to what tax is payable on super death benefits
The tax on your super death benefit can be tricky to understand, but it’s important to know what’s what so your beneficiaries don’t end up paying too much tax.
Bring-forward vs carry-forward contributions: What’s the difference?
These case studies show you how to bring forward future super contributions and carry forward unused contributions from the past.
What super contributions are best for me?
Growing your retirement savings needs the right mix of super contributions. Here’s some case studies to get you thinking about what’s right for you.
