All recent articles

Commonwealth Seniors Health Card: What it is and how to apply

September 16, 2021

Age Pension rates (September 2021 to March 2022)

September 13, 2021

How does SAPTO work? (Senior Australians and Pensioners Tax Offset)

September 13, 2021

Age Pension calculator (updated September 2021)

September 13, 2021

Age Pension income test limits (September 2021 to March 2022)

September 13, 2021

Age Pension assets test limits (September 2021 to March 2022)

September 13, 2021

SMSF reporting and record-keeping requirements

September 9, 2021

Are you getting your slice of the Age Pension Work Bonus?

September 7, 2021

How superannuation is taxed: Super for beginners guide

September 6, 2021

Making superannuation contributions: Super for beginners guide

September 2, 2021

7-point guide to what happens when you meet a financial adviser

September 2, 2021

Early release of super due to COVID-19 (coronavirus)

September 2, 2021

Your tax guide to accessing your super under age 60

September 2, 2021

Your tax guide to accessing your super over age 60

September 2, 2021

Real DIY super: How to keep SMSF costs super low

August 30, 2021

Independent financial advice: Why it’s important and how to find it

August 24, 2021

What makes a financial adviser independent?

August 24, 2021

Multigenerational SMSFs: Benefits and pitfalls

August 19, 2021

Super fund performance: Monthly returns to July 2021

August 18, 2021

List of Australian independent financial advisers

August 12, 2021

The easy way to find and consolidate your lost super

August 12, 2021

Pension fund rankings: All Growth category (96–100%)

August 10, 2021

Pension fund rankings: High Growth category (81–95%)

August 10, 2021

Pension fund rankings: Growth category (61–80%)

August 10, 2021

Pension fund rankings: Balanced category (41–60%)

August 10, 2021

Pension fund rankings: Conservative category (21–40%)

August 10, 2021

Best performing pension funds: All Growth category (96–100%)

August 10, 2021

Best performing pension funds: High Growth category (81–95%)

August 10, 2021

Best performing pension funds: Growth category (61–80%)

August 10, 2021

Best performing pension funds: Balanced category (41–60%)

August 10, 2021

Best performing pension funds: Conservative category (21–40%)

August 10, 2021

Super and pension fund performance: Where does your fund rank?

August 10, 2021

Super fund rankings: High Growth category (81–95%)

August 10, 2021

Super fund rankings: Growth category (61–80%)

August 10, 2021

Super fund rankings: Balanced category (41–60%)

August 10, 2021

Best performing super funds: All Growth category (96–100%)

August 10, 2021

Best performing super funds: High Growth category (81–95%)

August 10, 2021

Best performing super funds: Growth category (61–80%)

August 10, 2021

Best performing super funds: Balanced category (41–60%)

August 10, 2021

Super fund rankings: Conservative category (21–40%)

August 10, 2021

Pension fund performance to June 2021

August 9, 2021

Best performing super funds: Conservative category (21–40%)

August 9, 2021

SMSFs and property: A Super Guide

August 6, 2021

How to create effective salary sacrifice arrangements with your employees

August 4, 2021

Checklist for employers: 7 tips to help you master your super responsibilities

August 4, 2021

Employer’s guide to Superannuation Guarantee (SG) contributions: Which employees are eligible?

August 4, 2021

Choosing a default fund for your employees

August 4, 2021

Calculating your employees’ SG contributions? The rules to help get it right

August 4, 2021

Who gets your super when you die? A guide to death benefit nominations

August 4, 2021

Reversionary pensions: What they are and how they work

August 4, 2021

A simple guide to what tax is payable on super death benefits

August 4, 2021

Top performing sustainable super funds (to June 2021)

August 3, 2021

How superannuation works: Super for beginners guide

July 28, 2021

Starting a pension from your super

July 23, 2021

Guide to transition-to-retirement pensions (TTRs or TRISs)

July 22, 2021

Top 20 Balanced super funds ranked by risk and return

July 21, 2021

Timing counts if you plan to retire this year and start a super pension

July 20, 2021

How do I apply for the Age Pension?

July 20, 2021

Super fund performance over 29 financial years (to June 2021)

July 19, 2021

Annual super fund performance Reckoner: Annual returns for 5 investment categories

July 19, 2021

What super contributions are best for me?

July 13, 2021

In your 50s? The super rules that apply to you

July 7, 2021

In your 60s? The super rules that apply to you

July 7, 2021

In your 20s, 30s or 40s? The super rules that apply to you

July 7, 2021

In your 70s? The super rules that apply to you

July 7, 2021

In your teens? The super rules that apply to you

July 7, 2021

How do tax-deductible superannuation contributions work?

July 7, 2021

Which asset classes are popular with SMSFs?

July 6, 2021

Super fees and returns calculator

July 1, 2021

Total Superannuation Balance: When it applies and what is included

July 1, 2021

How does your super affect the Age Pension?

July 1, 2021

5 strategies to help fix your total super balance problem

July 1, 2021

How to set up an SMSF correctly

July 1, 2021

When can I access my super? All conditions of release explained

July 1, 2021

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

July 1, 2021

Contributing to your super in your late 60s: What are the rules?

July 1, 2021

Minimum pension payments for 2020-21 and 2021-22 (including calculator)

July 1, 2021

Deeming rates (and calculator) for the Age Pension income test

July 1, 2021

Salary sacrifice and super: How does it work?

July 1, 2021

Guide to SMSF trust deeds

July 1, 2021

Superannuation rule changes from July 2021

July 1, 2021

Your simple guide to Superannuation Guarantee (SG) contributions

July 1, 2021

A super guide to understanding the bring-forward rule

July 1, 2021

What age can I access my super (Preservation Age)?

July 1, 2021

How carry-forward (catch-up) super contributions work

July 1, 2021

What is a recontribution strategy and how can I use it with my super?

July 1, 2021

How LISTO works (Low Income Superannuation Tax Offset)

July 1, 2021

How the Division 293 tax works: Super surcharge for high earners

July 1, 2021

What to do if you exceed your super contributions caps

July 1, 2021

Contribution splitting: How to boost your spouse’s super

July 1, 2021

Concessional super contributions guide (2021–22)

July 1, 2021

Non-concessional super contributions guide (2021–22)

July 1, 2021

Accessing super: Reaching preservation age and retiring

July 1, 2021

Am I eligible for the Age Pension?

July 1, 2021

Definitive guide to the Transfer Balance Cap

July 1, 2021

Key superannuation rates and thresholds for 2021–22

July 1, 2021

How a government co-contribution can help boost your super savings

July 1, 2021

Guide to SMSF audits

June 29, 2021

SMSF trustee housekeeping checklist for 2021–22

June 25, 2021

What are lifecycle super funds, and how do they perform?

June 17, 2021

What is a testamentary trust and does my Will need one?

June 10, 2021

Pension Fund of the Year 2021: What makes a winner?

June 10, 2021

The financial and health benefits of working into retirement

June 10, 2021

Super funds of the year awards: Best super funds for 2021

June 10, 2021

SMSFs and capital gains tax (CGT)

June 9, 2021

What is the Pension Loans Scheme, and how does it work?

June 9, 2021

Work test: Making super contributions after you turn 67

June 6, 2021

Making downsizer super contributions: 10 things you need to know

June 5, 2021

The definitive SMSF guide to franked dividends

May 30, 2021

What are the SMSF residency requirements?

May 18, 2021

Financial advice: What are the risks and benefits?

May 14, 2021

SMSFs: What are the lump sum withdrawal rules?

May 12, 2021

Target retirement income: The 66–80% rule of thumb

May 7, 2021

Estate planning and SMSFs: What it is and why it matters

May 3, 2021

Is $500,000 in super enough to retire on?

April 21, 2021

How much super do I need to retire?

April 21, 2021

How much super do I need to retire on $50,000 a year?

April 21, 2021

Super advice: How to find a suitable financial adviser

April 20, 2021

SMSF investment rules: What every trustee should know

April 15, 2021

Retirement cost of living: How much does a comfortable lifestyle cost?

March 15, 2021

Case studies: How is the Age Pension assessed?

March 12, 2021

Capital gains and super: Using super contributions to reduce your CGT bill

March 10, 2021

8 warning signs of a bad financial adviser

March 3, 2021

What is MySuper, and which super funds have MySuper products?

February 26, 2021

Super fund fees: Do lower fees mean better net returns?

February 19, 2021

Super and pension funds with the lowest fees

February 16, 2021

Tax in SMSFs and regular super funds: Which is better?

February 11, 2021

Getting financial advice? What your adviser needs to provide

February 11, 2021

The importance of asset allocation

February 10, 2021

10 common ‘myth-conceptions’ about retirement income

February 10, 2021

Retirement planning case study: Couple aged 58 and 60

January 22, 2021

Retiree reflections: If I had my time over, when would I retire?

January 21, 2021

Super funds with the lowest fees for life and TPD insurance

January 20, 2021

Super funds with the lowest fees for income protection insurance

January 20, 2021

Income protection insurance through super: A definitive guide

January 18, 2021

Insurance inside super: A definitive guide

January 18, 2021

Life insurance through super: A definitive guide

January 18, 2021

Guide to SMSFs and insurance

January 14, 2021

How your super fund works and who’s who in your fund

January 4, 2021

Your SMSF calendar

January 4, 2021

What is the retirement age in Australia?

January 4, 2021

How much super do you need to set up an SMSF?

December 3, 2020

Reverse mortgages: What are they and how do they work?

December 2, 2020

What does it cost to run an SMSF?

December 2, 2020

What age should I retire?

December 1, 2020

Quiz: Employer super responsibilities

December 1, 2020

Your home: The foundation of retirement planning

November 24, 2020

SMSF investment: 20 most popular Australian shares

November 16, 2020

Super tips and strategies if you are in your 20s

October 6, 2020

Super tips and strategies if you are in your 30s or 40s

October 6, 2020

Super tips and strategies if you are in your 50s

October 6, 2020

Super tips and strategies if you are in your 60s or 70s

October 6, 2020

Accessing super: Ceasing employment after 60

October 6, 2020

Accessing super: Reaching age 65

October 6, 2020

What to do if the market tanks and you’re retired, or close to it

October 1, 2020

How to compare super funds in 7 easy steps

October 1, 2020

How to invest your superannuation: Super for beginners guide

October 1, 2020

How to maximise your Age Pension

September 17, 2020

Financial advice through super funds: What’s on offer?

September 15, 2020

Can I get free financial advice?

September 15, 2020

10 points to check on your annual super fund statement

September 2, 2020

Selecting your super fund: Can I make the choice?

September 2, 2020

What government services are available for older Australians?

September 1, 2020

How to evaluate whether an SMSF is right for you

August 11, 2020

How to create an SMSF investment strategy (including example documents)

August 6, 2020

What is a growth asset? Time to set some standards

August 3, 2020

Balanced, Growth, Defensive: What’s in a name?

August 3, 2020

How to make super contributions after you’ve retired

July 8, 2020

Video: Wellbeing in retirement

July 1, 2020

Starting a new business in retirement

June 12, 2020

How do I arrange a Home Care Package?

June 11, 2020

Video: We need to talk about Mum and Dad

June 9, 2020

Retiring at 55? Your super simple guide to 12 common questions

June 3, 2020

Retiring at 65? Your super simple guide to 12 common questions

June 3, 2020

Finding a good financial adviser and making financial advice work for you

June 1, 2020

Countdown to retirement: Tips to help kickstart your retirement plans

June 1, 2020

Why it can be a good idea to put as much into super as possible

June 1, 2020

Guide to the ATO SMSF supervisory levy

June 1, 2020

The SMSF trustee declaration explained

June 1, 2020

How much does financial advice cost?

June 1, 2020

Smashing senior stereotypes

May 7, 2020

Rules of Thumb: Do these popular retirement planning hacks measure up?

May 7, 2020

Working in retirement: Busting the age barrier

May 2, 2020

The Superannuation Standard Choice Form explained

May 1, 2020

SMSF compliance: What are trustees’ responsibilities?

May 1, 2020

SMSF annual admin checklist

April 22, 2020

Top 5 mistakes SMSF trustees make with their annual returns

April 22, 2020

Consider these two risks before you start a super pension

April 9, 2020

Early release of super due to severe financial hardship

April 4, 2020

How can you plan your income needs in retirement?

April 1, 2020

Worried about your post-virus finances? 10 tips to help stretch your retirement dollars

April 1, 2020

Early release of super on compassionate grounds

April 1, 2020

Rise of the three-quarter life crisis

April 1, 2020

SMSFs: What to do if you get a breach notification from the ATO

April 1, 2020

What strategies can I consider to reduce tax on my super pension?

April 1, 2020

Commuting an SMSF allocated pension

April 1, 2020

List of APRA-regulated superannuation funds

April 1, 2020

Starting an SMSF pension checklist

March 23, 2020

Is a bucket strategy the solution for your retirement income plan?

March 23, 2020

SMSFs: How to start a pension

March 23, 2020

How much can I afford to spend in retirement?

March 22, 2020

How do SMSF retirees invest?

March 14, 2020

What is the value of financial advice when it comes to your retirement?

March 14, 2020

How to create an investment portfolio in retirement

March 13, 2020

Financial advisers give tips on preparing for retirement

March 11, 2020

What are the different types of super funds?

March 9, 2020

What SMSF trustees need to know about ECPI

March 1, 2020

What are the Age Pension residency rules?

March 1, 2020

Choosing a super investment option

February 15, 2020

Choosing a pension fund

February 14, 2020

Introduction to aged care

February 13, 2020

10 steps to buying a commercial property and leasing it to your SMSF

February 12, 2020

What on earth is an in-specie transfer?

January 15, 2020

What concession cards are available for Seniors and Pensioners?

January 15, 2020

How investing in infrastructure boosts your super account

January 14, 2020

How long you can expect to live, and what it means for your super

January 14, 2020

How to benchmark your super fund

January 4, 2020

How to plan for your retirement

January 4, 2020

What retirees say they would have done differently

January 1, 2020

Your simple guide to the NSW Seniors Card

January 1, 2020

10 hidden perks that make your super account even better

January 1, 2020

Is it time to change your super investment option?

January 1, 2020

How to change your investment option: 6 points to check before you switch

January 1, 2020

Your simple guide to state Seniors Cards: How they can save you money

January 1, 2020

What are listed and unlisted investments and why does it matter?

December 16, 2019

5-step guide to the different types of financial advice on offer

December 14, 2019

SMSFs: What advice can your accountant provide?

December 14, 2019

What difference does it make that a financial adviser is independent?

December 12, 2019

How to choose an investment option for your super pension

December 11, 2019

How to wind up an SMSF

December 4, 2019

What is the sole purpose test, and how does it work?

December 1, 2019

How to grow your super: Know your risk profile

December 1, 2019

How accurate are ‘retirement estimates’? 7 assumptions you need to understand

November 21, 2019

10 key super fund fees: What are they and why am I paying them?

November 20, 2019

Introducing My Aged Care

November 14, 2019

Changing pace: Retiring and thriving together

November 11, 2019

How to record SMSF minutes

November 3, 2019

How to structure your super if you’re going overseas

October 11, 2019

Should I retire overseas?

October 3, 2019

Financial coaching: What is it and why may you need it?

October 3, 2019

What to teach your kids about super

October 3, 2019

Falling behind with your super? How your super balance compares

October 2, 2019

Five common financial mistakes people make just before retirement

October 1, 2019

Investment indexes: 5 reasons they matter for your super

October 1, 2019

How to invest in infrastructure through an SMSF

October 1, 2019

Why big super funds diversify and what you can learn from it

September 17, 2019

Have you got an exit plan? The importance of estate planning

September 4, 2019

Super strategies after losing your spouse: What are the rules?

September 1, 2019

5 ways sequencing risk affects your retirement

September 1, 2019

Can I return to work after I access my super?

September 1, 2019

Need care at home? We look at the costs

August 14, 2019

How to plan your spending through the 3 stages of retirement

August 10, 2019

How to navigate the different phases of retirement

August 9, 2019

Retirement age calculator: When can you access your super or the Age Pension?

August 7, 2019

How to read a super fund PDS

August 1, 2019

Retiring overseas: Implications for your super and tax

July 21, 2019

Why aged care deserves to be part of your retirement plan

July 15, 2019

Retiring soon? Here are 5 questions you need to answer first

July 15, 2019

Proportioning rule and super tax: What it is and why it matters

July 12, 2019

What are average super fund fees?

July 8, 2019

Quiz: SMSFs for beginners

May 10, 2019

Fund Performance: SMSFs vs APRA super funds

May 7, 2019

Quiz: Planning for retirement

May 3, 2019

What is the Pension Bonus Scheme?

May 1, 2019

What is an anti-detriment payment?

April 6, 2019

Can I access my super if I retire overseas?

April 5, 2019

Confused about aged care in the home? These 10 charts explain how it works

March 21, 2019

Early release of super through DASP (Departing Australia Superannuation Payment)

March 8, 2019

Adjusting to retirement: 8 factors that can help

December 3, 2018

SMSF guide to currency hedging

September 16, 2021

SMSF estate and succession planning: What’s the difference?

September 15, 2021

Your future now stapled to your super

September 15, 2021

Super fund mergers: What’s in it for you?

September 15, 2021

Super news for September 2021

September 14, 2021

APRA’s ‘failed’ funds: Be alert but not alarmed

September 14, 2021