When you see a financial adviser, there are rules about the documents and information you must be given to ensure the advice is in your best interests and will help you make informed decisions.
Set out below are all SuperGuide articles that relate to Superannuation checklists.
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Insurance cover through your super fund offers cost effective protection for your family if you die. Here’s a simple guide to death cover, with a checklist of issues you need to consider
The decision about when to retire is rarely made overnight. It’s a major life event and deserves careful thought and planning. Finances play a big part, but so do your health, your partner’s circumstances and whether you still enjoy your work or are itching to leave.
Forgetting about regularly paying your employees’ super is easy, so here’s a checklist to help ensure you master your super responsibilities.
Checking your annual super fund statement is important. Here are 10 key points you need to review to ensure your super fund is working hard for you.
If you are wondering how recent rule changes have affected your super and retirement plans, here’s a quick guide to the key changes and when they commenced.
If you want to exercise your right to choose a super fund, you must complete the Standard Choice Form that your employer gives you, and return it to your employer.
To help you get your head around whether or not the First Home Super Saver (FHSS) Scheme is for you, check out our 10-point guide.
The sooner you start planning, the better your chances of making the most of your retirement years. So get the ball rolling by working through these 7 simple steps.
Besides being a great way to save for retirement, Australia’s super system offers some valuable – but little-known – benefits for super fund members. Here’s our list of the top 10 super benefits and how they can help improve your financial situation.
For some retirees, selling the family home can also be a great way to release built-up equity and make an extra contribution to their super account.
Nobody likes paying fees, particularly when you can’t see what you’re paying for. So when it comes to your super fund, it’s worth learning a bit more about the fees you’re paying and why.
As part of ongoing improvements by the ATO, members of most super funds can access additional online information about their super accounts. Find out what information is available and how you can use it to better manage your super savings.