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Superannuation and retirement planning information

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Home / Case studies

Case studies

In this section you can find articles which feature case studies to better illustrate how a super rule or strategy works.

Set out below are all SuperGuide articles that relate to Case studies.

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How to take advantage of the increased Transfer Balance Cap (including calculator)

March 4, 2021 by Aakash Mehta Leave a Comment

If you have already retired, or are close to it, from 1 July 2021 you may be able to boost the amount in your tax-free super pension account.

The lowdown on COVID-19 relief for SMSF borrowings

March 4, 2021 by Penny Pryor Leave a Comment

Answers to common questions from SMSF trustees about repayment relief for their LRBA loans.

Case studies: How the Age Pension Work Bonus can boost income

February 26, 2021 by Regan Welburn Leave a Comment

You may be able to earn more income than you think without losing your Age Pension entitlements. We show you how.

In retirement case study: Boosting retirement income with downsizer contributions

February 3, 2021 by Aakash Mehta Leave a Comment

Lee and Mandy are retired and want to see whether downsizing could increase their retirement income.

Retirement planning case study: Couple aged 47 and 48

January 22, 2021 by Barbara Drury Leave a Comment

Chris (47) earns $180,000 per year and has $430,000 in super. Lisa (48) earns $80,000 per year and has $220,000 in super. They have one daughter at university and are close to paying off their mortgage. They want to know if they are on track to retire when Chris turns 60.

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Retirement planning case study: Couple aged 58 and 60

January 22, 2021 by Barbara Drury 3 Comments

Dan (60) is a freelance web designer who earns $76,000 a year. He hasn’t always put money aside for super, so his balance is a relatively low $120,000.

Retirement planning case study: Single woman, aged 52

January 5, 2021 by Barbara Drury Leave a Comment

Deb is worried that she won’t have enough savings to live comfortably in retirement and, at age 52, wonders if she’s left it too late to catch up.

Reverse mortgages: What are they and how do they work?

December 2, 2020 by Janine Mace Leave a Comment

If your super account is not as big as you would like when you retire, one solution could be to look to your home as a way to generate some extra money – and that doesn’t necessarily mean you need to become an Airbnb host.

Case studies: How is the Age Pension assessed?

September 17, 2020 by Regan Welburn Leave a Comment

In this article we detail how the Age Pension is assessed, how the income and assets tests work, and illustrate with case studies for a Single and a Couple.

What is the Pension Loans Scheme, and how does it work?

September 2, 2020 by Janine Mace Leave a Comment

Older Aussies looking to boost their retirement income can take advantage of the government’s Pension Loans Scheme to generate a non taxable fortnightly income stream that helps pay their bills.

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How the Division 293 tax works: Super surcharge for high earners

September 1, 2020 by Janine Mace Leave a Comment

High income earners need to watch they don’t incur an extra 15% tax on their super contributions under the Division 293 rules. Here’s a simple guide to everything you need to know.

Your tax guide to accessing your super under age 60

July 16, 2020 by Janine Mace Leave a Comment

Although you can retire and access your super if you’re under age 60, the tax man is going to want his cut, so ensure you understand the rules before acting.

Your tax guide to accessing your super over age 60

July 16, 2020 by Janine Mace Leave a Comment

Knowing how much tax you’ll pay when you withdraw your super savings is important and the rules change once you reach age 60.

TBAR: Transfer balance account reporting for SMSFs

July 11, 2020 by Penny Pryor Leave a Comment

Transfer balance account reports notify the ATO of any changes to SMSF trustees’ transfer balance accounts.

What super contributions are best for me?

July 8, 2020 by Janine Mace Leave a Comment

Working out the best mix of super contributions to grow your nest egg can be confusing. Here are some simple case studies to help show you the impact for Aussies of different ages, incomes and work situations.

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How super works
Super for beginners
Super rules
Employers guide to super
Super contributions
Super and tax
Accessing super
Super news
Women and super
Super tips and strategies
How-to guides
Super quizzes
Superannuation Q&As
Superannuation glossary
Super funds
Best performing super funds
Super fund rankings
Best performing pension funds
Pension fund rankings
Super fund average returns
Super investing strategies
Comparing super funds
Choosing a super fund
Choosing an investment option
Super fund fees
Insurance and super
Super fund profiles
SMSFs
SMSFs for beginners
SMSF administration
SMSF checklists
SMSF compliance
SMSF investing
SMSF pensions
SMSF strategies
SMSF Q&As
Plan your retirement
Retirement planning for beginners
When should I retire?
How long will I live?
How much super do I need?
Will I get the Age Pension?
How much will I spend in retirement?
Financial advice
Retiring overseas
Preparing for retirement
Retirement planning strategies
Retirement calculators and reckoners
In retirement
Income in retirement
Super lump sums
Super pensions
Age Pension
Working in retirement
Life in retirement
Senior concessions and services
Aged care
Estate planning
Super death benefits
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Compare super funds

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