• Super booster
    • Super essentialsLearn the core rules and basics of super.
    • Super fund essentialsUnderstand how super funds work and what to compare.
    • Super investingDiscover strategies to grow your retirement savings.
    • Super contributionsFind out how much to contribute and your options.
    • Super and taxMaximise tax benefits and keep more of your money.
    • Super resourcesGuides and tools to help you grow your super.
  • Retirement planner
    • Getting startedBegin your retirement planning journey.
    • Planning your retirementDiscover smart ways to grow your savings.
    • Case studiesLearn from real retirement journeys.
    • CalculatorsSee how much you’ll need and if you’re on track.
    • Seeking financial adviceKnow when to get advice and choose the right adviser.
    • Preparing for retirementKnow what to do before you retire.
  • Retiree
    • Accessing superLearn when and how to withdraw your super.
    • Managing super in retirementMake your super last longer.
    • Age Pension and seniors concessionsSee what benefits you can claim.
    • Other income in retirementFind income sources beyond super.
    • Life in retirementIdeas and guidance to enjoy a fulfilling retirement.
    • Later life planningPrepare for aged care and estate matters.
  • SMSFsAs if superannuation wasn’t complex enough, when you have a self-managed superannuation fund (SMSF) you take on considerably more responsibility, and it’s essential therefore to have a comprehensive understanding of the current super and SMSF rules. In this section you will find detailed explanations of the SMSF rules and the responsibilities for SMSF trustees. SMSFs for beginners SMSF administration SMSF checklists SMSF compliance SMSF investment SMSF pensions SMSF strategies SMSF Q & As As a first step, the following are key articles that describe how SMSFs work.
    • SMSF for beginnersLearn how to set up and run an SMSF.
    • SMSF admin and complianceStay on top of rules, reporting, and annual obligations.
    • SMSF investingBuild and manage your SMSF investments.
    • SMSF pensions and lump sumsLearn how and when to access your SMSF.
    • SMSF estate planningPlan how your SMSF benefits are passed on.
    • SMSF strategies and checklistsUse proven strategies and practical checklists.
  • Special features
    • Calculators
    • Newsletters
    • Step-by-step guides
    • Webinars
Join now
Log in
Join now
Log in
Newsletters
Saved guides
Step-by-step guides
Webinars

May 2025 retirement planner newsletter

My retirement planning diary (Part 2): My super fund-amentals
After deciding I would retire this year, volatile global markets have forced me to review my plans. In part 2 of this series, I review my super investments and my… Read more.
My retirement planning diary (Part 2): My super fund-amentals
After deciding I would retire this year, volatile global markets have forced me to review my plans. In part 2 of this series, I review my super investments and my… Read more.
How to take advantage of the increased transfer balance cap
An increased Transfer Balance Cap creates opportunities to transfer more into the tax-free retirement phase and contribute more to super but beware the fine print! Read more.
How to take advantage of the increased transfer balance cap
An increased Transfer Balance Cap creates opportunities to transfer more into the tax-free retirement phase and contribute more to super but beware the fine print! Read more.
How super fund fees impact your net returns
Super fund returns may grab the limelight, but even small differences in fees can make a big difference to your retirement balance in the long run. Read more.
How super fund fees impact your net returns
Super fund returns may grab the limelight, but even small differences in fees can make a big difference to your retirement balance in the long run. Read more.
How much does financial advice cost?
Many Australians who admit they need financial advice are reluctant to get it due to the perceived cost, but are they right? We look at what’s available and what it… Read more.
How much does financial advice cost?
Many Australians who admit they need financial advice are reluctant to get it due to the perceived cost, but are they right? We look at what’s available and what it… Read more.
Case study: When can I afford to retire?
It’s a common question, and in this case study we follow one couple as they calculate the financial impact of retiring early or delaying by a few years. Read more.
Case study: When can I afford to retire?
It’s a common question, and in this case study we follow one couple as they calculate the financial impact of retiring early or delaying by a few years. Read more.

2025 year-end superannuation tips and traps

Thursday 15 May 2025 at 11:00 am AEST

Year-end strategies and procedures to get the best outcomes from your superannuation before the end of the 2024-25 financial year.

Find out more

IN CASE YOU MISSED IT: Watch our previous webinar, When can I access my super? All conditions of release explained.

If you’re looking to move a significant sum into super to enjoy tax-free returns after retirement, the bring-forward rule can help. With the end of the financial year approaching, after-tax contributions of up to $480,000 are possible within only a few months by using the usual annual cap before 30 June and the maximum $360,000 under bring forward after 1 July.

The Retirement Masterclass is a workshop designed to provide honest, trustworthy, expert financial advice to Australians.

SuperGuide members get 10% off tickets

Find out more

Refer a friend and both save!

Invite friends to join SuperGuide and get a discount on both your and their membership. Find out more

Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.

Superguide Pty Ltd ATF Superguide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.

SuperGuide is Australia’s leading superannuation and retirement planning website.

SuperGuide Pty Ltd ATF SuperGuide Unit Trust as a Corporate Authorised Representative (CAR) is a Corporate Authorised Representative of Independent Financial Advisers Australia, AFSL 464629.

SuperGuide membership

  • Become a member
  • Start a free account
  • What SuperGuide covers
  • Pricing
  • What our members say

Find the right membership

  • Retirement is a long way off
  • Nearing retirement
  • In retirement
  • SMSF trustees
  • Employer workplace program

Company

  • About us
  • Advertise
  • Careers
  • Contact us
  • Copyright Policy
  • Editorial Policy and Complaints
  • Sitemap
  • Support
4.7

Address

Level 23, 520 Oxford St,
Bondi Junction, NSW 2022

Phone

1800 955 753

  • Facebook
  • X
  • LinkedIn
  • YouTube
  • Google

Disclaimer

All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.

  • Full SuperGuide disclaimer
  • Terms and Conditions of Use
  • Financial Services Guide
  • Privacy Policy and Privacy Collection

© 2008–2026 SuperGuide

SuperGuide
Forgot Password
 

Not a member?
Learn more about becoming a SuperGuide member