Superannuation

Couple discussing their superannuation

Changes to superannuation contribution rules in FY2024-25

What can you do before 1 July 2024, and what changes with the new financial year? Understanding superannuation...

Structuring your investments for retirement: maximising Australian superannuation benefits

Recent findings from Capital Preferences reveal that a staggering 78% of Australian pre-retirees aged...

Employers Beware: The Importance of Paying Superannuation by the Deadline

In Australia, superannuation is a cornerstone of retirement planning, ensuring that individuals can enjoy...
Your guide to superannuation guarantee (SG) contributions

Superannuation: Removal of the work test and associated planning benefits

Those aged 67 to74 are not required to meet the work test when making or receiving non-concessional or salary sacrificed superannuation contribution

The super guarantee rate has increased – here’s what you need to know

The super guarantee rate has increased – here’s what you need to know

The super guarantee rate has increased to 11 per cent, prompting businesses to ensure their payroll and accounting systems are up to date.

Superannuation: what is TBAR (transfer balance account report)?

Superannuation: What is TBAR (transfer balance account report)?

A TBAR is a form that a superannuation fund must lodge to the tax office about any events that affect a member’s transfer balance account.

Superannuation: What is TRIS (transition to retirement income stream)?

Superannuation: What is TRIS (transition to retirement income stream)?

A transition into retirement income stream (TRIS) gives Australians flexibility as they move from full-time work into retirement.

SMSFs: The importance of lodging tax returns on time

SMSFs: The importance of lodging tax returns on time

SMSF trustees must lodge tax returns on time or face late lodgement penalties and risk having their details removed from the Super Fund Lookup.

Compulsory ‘payday super’ to make Aussies better off in retirement

Compulsory ‘payday super’ to make Aussies better off in retirement

Millions of Australians will be better off in retirement thanks to superannuation reforms announced by the federal government.

What are the pros and cons of downsizer contributions?

What are the pros and cons of downsizer contributions?

Some limits apply, so it’s worth weighing up the pros and cons to determine if a downsizer contribution is the right move for you.

Tax rate increase for superannuation balances over $3m

Tax rate increase for superannuation balances over $3m

The federal government will introduce an additional tax to superannuation earnings on balances of more than $3 million.

What is an SMSF (self-managed super fund)?

What is an SMSF (self-managed super fund)?

Here’s what you need to know about an SMSF including setting it up, the benefits, and important requirements to keep in mind.

Rohan Mansfield

Financial Wellbeing: How to supercharge your super

In this video, LDB Group’s Superannuation Principal Rohan Mansfield shares crucial information for superannuation planning and strategy.

What is an account-based pension (ABP)?

What is an account-based pension (ABP)?

Having a regular source of income in retirement, such as an account-based pension, can offer financial security and peace of mind.

Superannuation: What is the concessional contributions cap?

Superannuation: What is the concessional contributions cap?

The concessional contributions cap is an important consideration when it comes to your superannuation...