Posts
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How does SAPTO work? (Senior Australians and Pensioners Tax Offset)
Eligible pensioners could be in for a small but welcome financial sweetener come tax time, thanks to this little known tax offset.
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What to check on your annual super fund statement
Your annual super statement tells you more than just your balance. Here’s what to check to make sure your retirement plan is still on track.
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Explore a transition to retirement strategy using Industry Super’s TTR calculator
A video walkthrough of Industry Super Funds’ updated transition to retirement (TTR) calculator, showing how to model three common TTR scenarios and where the tool’s limitations start to matter.
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Saving for retirement outside super
Super is the most tax-effective way to save for retirement, but there are good reasons to hold some investments outside it too.
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Should I close my super account when I retire?
Closing your super account at retirement could mean giving up more than you think. Retirement is when super really comes into its own.
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Do you know what your super fund is invested in?
If you’d like to know more about the investments your super fund holds, we explain how to find out exactly where your money is going.
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SMSF compliance: What are trustees’ responsibilities?
Control and flexibility are major drawcards of self-managed super funds, but it’s not a free-for-all. Rules apply and non-compliance can be costly.
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What advice can I get from my super fund in retirement?
The need for financial advice doesn’t end when you retire, in fact, good, timely advice may be even more consequential.
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Super fund mergers: What does it mean for members?
If your fund is involved in a merger, don’t panic. You could end up better off, but you do need to make sure your new fund is still a good fit.
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Understanding risk and your super investment options
Performance matters when you’re building a healthy super balance for your retirement, but so does the level of risk you are comfortable with along the way.
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Age Pension calculator (July 2026 update)
Our Age Pension calculator gives you an estimate of your potential Age Pension entitlements based on your situation, assets and income.
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SMSF reporting and record-keeping requirements
SMSFs have many attractions but keeping up with the admin is not one of them. Here’s what you need to know to stay on the right side of the law.
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How to turn your super into retirement income
Choosing the best combination of retirement income sources for your circumstance can make a big difference to your overall retirement income.
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SMSF borrowing rules: What you can (and can’t) borrow for
With recent changes to the super borrowing rules, it’s important for SMSF trustees to know exactly what they’re still allowed to do.
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SMSFs and estate planning: What happens after the death of a member
What happens to insurance, tax and trusteeship in your SMSF when a member dies – including how Division 296 can still apply after death.
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SMSF disputes: Lessons from AFCA complaints
Why do so many SMSF complaints end up at AFCA? Alexandra Sidoti explains the most common mistakes, warning signs and practical lessons for trustees.
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SuperGuide news for July 2026
Budget borrowing ban and CGT changes, Labor blocks (then backs) teenage super push, Super fund call centre failures, ASIC warns investors and super membersThe balance that decides retirement, Most pre-retirees aren’t prepared.
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SMSFs: Actuarial certificates, when you need one and what they cost
When a member of your SMSF retires and starts receiving pension income, or is caught by Division 296 tax, it’s time to put an actuarial certificate on your to-do list.
