This financial year is like no other, but that doesn’t mean you should forget how important it is to get your super and tax affairs ready for 30 June. Here are our 10 top super tips for this EOFY.
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Learn more about super housekeeping strategies in the following SuperGuide articles:
Saving a deposit to buy your first home is a tough task, and purchasing an affordable first home can be an even greater challenge. The First Home Super Saver (FHSS) Scheme developed by the Australian Government is one solution, but it’s not for everyone. To help you get your head around whether the 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.
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.
Learn more about reaching age 65 in the following SuperGuide articles:
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.
If there’s one thing guaranteed to have employers pulling their hair out, it’s red tape. Unfortunately, your obligation to pay super to employees comes wrapped in red tape and slip-ups can be costly. So what are the rules?
Learn more about the superannuation guarantee (SG) in the following SuperGuide articles:
Here’s what you must look for when you open your yearly super statement if you want to stay on track with your retirement savings.
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.
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.
SuperGuide has put together a list of useful tips and strategies to consider implementing in each decade. And don’t wait until just before retirement. If you do, you will miss out on the valuable benefits of compound interest.
Learn how you can easily find your lost super and transfer it to another account. Also see how much lost or unclaimed super is in your postcode.
Superannuation is a long-term investment but that doesn’t mean you can afford to put off thinking about it for a day that never comes.