Picture Book · SMSF, family and later life
SMSF, family and later life, in pictures
First homes, your own fund, nominations, aged care and lost super. Pick a story and flip through it.
Saving a deposit in super
How the First Home Super Saver scheme works.
6 pictures · about 1 minute
Your own super fund
What a self-managed super fund really is.
6 pictures · about 1 minute
The sole purpose test
Your fund is for retirement, not for today.
6 pictures · about 1 minute
Borrowing in an SMSF
How a limited recourse loan works.
6 pictures · about 1 minute
Keeping it at arm's length
Dealing with yourself and family through your fund.
6 pictures · about 1 minute
Who gets your super?
Death benefit nominations, explained.
6 pictures · about 1 minute
A pension that continues
Reversionary pensions for couples.
6 pictures · about 1 minute
Sharing super with your partner
Splitting contributions to even things out.
6 pictures · about 1 minute
Paying for aged care
RADs, DAPs and the means test.
6 pictures · about 1 minute
Finding lost super
A few minutes on myGov can find forgotten money.
6 pictures · about 1 minute
Want this for your situation?
The stories explain the idea. One of our advisers can help you work out what applies to you.
Book an appointment with one of our advisersor call 07 3262 6585
Also helpful: Age Pension what-if planner · Cost-of-living help for homeowners · Insights articles
General advice warning. This picture book is general information only. It does not take into account your objectives, financial situation or needs, and it is not personal advice. Rules and thresholds change. Before acting, consider whether it is right for you, read any relevant Product Disclosure Statement and our Financial Services Guide, and seek personal advice. Past performance is not a reliable indicator of future performance.