High-income earners pay extra tax on their concessional super contributions, so it’s important to understand the rules.
Set out below are all SuperGuide articles that relate to Case studies.
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.
Concessional contributions are taxed at concessional rates, so to make the most of them it’s important to understand how they work.
Non-concessional contributions are a great way to top up your super retirement savings. Here’s our simple guide to how they work.
Getting the government to top up your super account can be easy way to boost your retirement savings. Here’s an easy guide to the tips and traps.
Proposed changes to the PLS could help more elderly Australians stay in their own home for longer.
The Pension Loans Scheme can be a great way to boost your retirement income by taking out loan from the government against the equity in your home.
In your late 60s, you may need to meet a work test before making contributions into your super account. Here’s the current rules and what they mean for you.
Let’s be frank, at a time of historically low interest rates it’s no wonder SMSF investors have been flocking to franked dividends from shares.
Despite the scandals of recent years, the evidence is clear that good financial advice can provide both material and intangible benefits.
How to deal with a partner’s death benefits has just become more complicated. We use a case study to show why.
The bar has been raised on the amount you can transfer into a pension account, but don’t get tripped up by the details.
From 1 July, the annual amount you can contribute to super will rise. If you are planning to make a large non-concessional contribution, it pays to think about timing.
Most retirees hope to stay in their own home for as long as possible. Government support is available but waiting lists are long for higher level care. For some, self-managing home care can significantly cut costs.
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.