Superannuation
Self-Managed Superannuation Fund (SMSF) checklist
13 November
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities. This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
From conversation to collaboration: How your relationship with a financial planner evolves
6 November
Financial planning is more than numbers, spreadsheets, and investment returns â itâs about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]
Superannuation: teaching the next generation to value their future wealth
6 November
Superannuation is one of the most powerful tools Australians have to build long-term financial security. Yet, for many young people, it remains out of sight and out of mind. They may see it as something for âfuture themâ to worry about â a...[Read More]
Review your superannuation and insurance before the new year
23 October
Start 2026 with financial clarity and confidence As the year draws to a close, many of us begin thinking about new year resolutions â getting fit, saving more, or making better lifestyle choices. But before you launch into your 2026 goals,...[Read More]
The rule of seven: An investorâs compass
16 October
James sat at his kitchen table, laptop open, staring at a chart of a stock heâd been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: âTime in the market beats...[Read More]
Treasurer defends $4b hit from super tax backdown
16 October
A $4 billion budget hole created by an overhaul of the governmentâs contentious super tax policy will be filled using other measures, the treasurer says. Labor is defending major changes to its planned superannuation tax hike, which will see the...[Read More]
What to talk to kids about when starting a new job
9 October
Getting your first job is an exciting and stressful time. Kids donât always know what to do or how to act. Giving them some advice can help them get off to a good start. Explain that theyâve already gotten through the hard part. They made it...[Read More]
Super fund members cautioned against switching
9 October
One of Australiaâs top superannuation fund providers is cautioning against making knee-jerk investment decisions during volatile times. HESTA said it saw an uptick in investment switching during the market pullback in early April, which was...[Read More]
The top 5 goals of retirees â and why good advice makes all the difference
2 October
Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next? While the answers vary from person to person, there are five...[Read More]
Caution urged on supposedly âbalancedâ super funds
2 October
Some superannuation fundsâ âbalancedâ options have become heavily overweight riskier âgrowthâ assets, a financial planner warns. Alex Jamieson, founder of Melbourne-based AJ Financial Planning, says super fund providers have an incentive...[Read More]
Salary sacrifice to maximise your take-home pay and pension
25 September
When it comes to preparing for retirement, many people focus on how much theyâre contributing to their superannuation or pension. What often gets overlooked is how those contributions are made â and this is where salary sacrifice can play an...[Read More]
Half of Australians anxious about retirement savings
25 September
Half of all Australians donât feel particularly confident about their retirement finances and almost as many donât have a post-work financial plan, three new reports show. Just 50 per cent of 2000 Australians surveyed in July said they felt...[Read More]
8 Ways to invest using an SMSF
11 September
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Super fund giant open to performance test tweaks
10 September
The head of Australiaâs largest super organisation says heâs open to improvements to performance tests for underperforming funds. AustralianSuper chief executive Paul Schroder said it was âutterly importantâ for benchmarks on returns to...[Read More]
3 Helpful tips to grow your superannuation
21 August
Retirement is a period most people eagerly anticipate. Itâs that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses youâve been planning and have put...[Read More]