Super & retirement | News, Advice & Guides | The Sydney Morning Herald

We’re sorry, this feature is currently unavailable. We’re working to restore it. Please try again later.

Money

Super & retirement

Advertisement
How to retire sooner with less (and still be comfortable)

How to retire sooner with less (and still be comfortable)

Here’s what to consider if you want to retire before you reach age pension age but don’t have a big superannuation balance.

  • by Bec Wilson

Latest

Could a self-managed super fund be right for you?

Could a self-managed super fund be right for you?

Having full control over your superannuation sounds great in theory, but there’s much more to self-managed super than meets the eye.

  • by Caterina Hrysomallis
Roadmap to secure retirement planning

Roadmap to secure retirement planning

Navigating the complex superannuation landscape requires careful consideration and proactive measures at every life stage.

When my kids inherit my shares, how much tax will they have to pay?

When my kids inherit my shares, how much tax will they have to pay?

If your kids are likely to be paying a meaningful amount of tax, it may be advantageous for you to rebalance your portfolio.

  • by Paul Benson
There are four types of modern retirees. Which one are you?

There are four types of modern retirees. Which one are you?

Retirement age and the concept of retirement in Australia is changing dramatically, and there are four distinct approaches emerging.

  • by Bec Wilson
We’re done with travel, should we shift our super into pension mode?

We’re done with travel, should we shift our super into pension mode?

Shifting your super from accumulation mode to pension mode can have tax benefits, but you’ll be forced to withdraw some each year.

  • by Noel Whittaker
Advertisement
Adding to your super early can help you buy a first home. Here’s how
Analysis
Super Fit

Adding to your super early can help you buy a first home. Here’s how

Even a small extra contribution from your income to your super now can make you thousands of dollars richer in retirement. So why don’t more people do it?

  • by Caterina Hrysomallis
Can we downsize into a more expensive home and still add to super?

Can we downsize into a more expensive home and still add to super?

There are a raft of conditions to consider when making a downsizer contribution that you need to keep in mind.

  • by Paul Benson
Six financial foundations you need in place (long) before retiring

Six financial foundations you need in place (long) before retiring

When you look at people retiring comfortably today, it’s easy to see what the most important foundations of a happy retirement are.

  • by Bec Wilson
Super Fit: how to get your superannuation into better shape

Super Fit: how to get your superannuation into better shape

Expert tips and advice on creating the healthiest possible super balance so that you can have a comfortable retirement.

10 stories
When do I need to start worrying about the $3m super tax?

When do I need to start worrying about the $3m super tax?

If your super balance is over the $3 million mark, where it will soon be subject to higher tax, there are some key dates to be aware of.

  • by Noel Whittaker