Education

Education

This education section of our website is designed to provide investors with information on a wide range of topics including superannuation, investing, taxation and more. These articles are designed to assist you in understanding your superannuation and in understanding your investments. They are not designed to be substituted for financial advice and should be used as a guide only. These articles are generic in nature and do not take into account an individual's personal and financial circumstances.
Description

Access your super before you retire

If you are aged between 55 and 64, you do not have to retire permanently before being able to access your super. Once you have reached you preservation age, you are able to access your super by purchasing a transition to retirement pension. Download the below flyer to read more.

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Consolidating your super

If you have had several jobs in the past, you may have accumulated super with a number of different super providers. Consolidating these accounts gives you more control over your paperwork and your investment strategy, and may also mean that you don't lose track of your super. Download the below flyer to read more.

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Don't miss out on $1,000

The Federal Governnment's Super Co-contributions could add $1,000 to your super, tax-free. To be eligible, you must make a personal after-tax contribution to your super before the end of the financial year and meet several additional criteria. Download the below flyer to view these criteria and read more.

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Lost super

There is an average of one lost super account for every two working Australians. Learn how you can find and claim your lost super - download the below flyer to read more.

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Package your super and pay less tax

To ensure a comfortable lifestyle in retirement, the majority of Australians would be wise to supplement their employer's nine per cent Superannuation Guarantee contributions. Salary packaging (also known as salary sacrificing) enables you to boost your super savings while potentially paying less tax. Download the below flyer to read more.

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