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Case studies

Set out below are the latest guides that relate to case studies.

What are the current work test rules for super contributions?

What are the current work test rules for super contributions?

19 August 2024

Even though the work test has been abolished for most super contributions, if you are over age 67 there is still one type of contribution that needs to pass the test.

Case studies: How to make the most of higher contribution caps

Case studies: How to make the most of higher contribution caps

16 July 2024

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.

Concessional super contributions guide (2024-25)

Concessional super contributions guide (2024-25)

1 July 2024

Concessional contributions make up most of the money going into your super account, so it’s important to understand what these are and how they work.

Non-concessional super contributions guide (2024–25)

Non-concessional super contributions guide (2024–25)

1 July 2024

Making a personal contribution into your super can be a great way to boost your retirement nest egg and enjoy the tax-effective benefits of the super system.

Your tax guide to accessing your super under age 60

Your tax guide to accessing your super under age 60

1 July 2024

If you’re eligible and thinking about tapping into your super before you turn 60, it’s worth checking the tax implications first. In some cases, you may be better holding off for a while.

The small business CGT retirement exemption explained

The small business CGT retirement exemption explained

1 July 2024

There are two ways you can use the sale proceeds from a business to boost your super, and the CGT retirement exemption is one of them.

Proportioning rule and super tax: What it is and why it matters

Proportioning rule and super tax: What it is and why it matters

1 July 2024

Before withdrawing your super, it’s important to understand the proportioning rule and how it will impact the amount of tax you will pay on your super savings.

A super guide to the bring-forward rule

A super guide to the bring-forward rule

1 July 2024

Using the bring-forward rule is a great way to put a larger contribution into your super account in a single year. Here’s what you need to know about the rules.

Case study: Making super contributions from compensation payments

Case study: Making super contributions from compensation payments

1 July 2024

It’s not widely known, but it’s possible to put money from a personal injury compensation payment into super without many of the usual caps and limits.

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

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

1 July 2024

High-income earners pay extra tax on their concessional super contributions, so it’s important to understand the rules.

What to do if you exceed your super contributions caps

What to do if you exceed your super contributions caps

1 July 2024

Going over your annual limits for super contributions can cause problems and cost you money, so it’s important to know what to do if you have.

How LISTO works (Low Income Superannuation Tax Offset)

How LISTO works (Low Income Superannuation Tax Offset)

1 July 2024

The Low Income Super Tax Offset is a government rebate that can help boost your super and make saving for retirement a little easier.

Your tax guide to accessing your super over age 60

Your tax guide to accessing your super over age 60

10 June 2024

Once you turn 60 and start withdrawing your super, the tax advantages of the super system come into play.

Managing retirement income with a bucket strategy

Managing retirement income with a bucket strategy

23 April 2024

Managing competing investment priorities in retirement is a challenge but a bucket strategy could tip the balance in your favour.

Franked dividends and franking credits for SMSFs

Franked dividends and franking credits for SMSFs

13 March 2024

While interest rates have lifted off their historic lows, franked dividends from shares are still a happy hunting ground for income-seeking investors.

How the Home Equity Access Scheme works (formerly Pension Loan Scheme)

How the Home Equity Access Scheme works (formerly Pension Loan Scheme)

6 December 2023

The Home Equity Access Scheme can be a great way to boost your retirement income by taking a loan from the government against the equity in your home.

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

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

6 December 2023

If you’re finding it difficult to make ends meet in retirement, one solution to free up some extra cash could be to take out a reverse mortgage.

Case study: How to reduce tax on your TPD payments from super

Case study: How to reduce tax on your TPD payments from super

28 September 2023

If you suffer a total and permanent disability, making the most of any TPD insurance you have in super is crucial.

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