August 2021 newsletter

Super scams are increasingly sophisticated and on the rise so it pays to learn how to detect and avoid them.

Sustainable funds delivered strong returns last financial year, comparing favourably with their non-sustainable peers.

After a nail-biting start to the year, super funds are on track for another cracking return of about 9% for the 2025 financial year, after the median Growth fund was up 2.7% in May and markets continuing to rise in June.

Pension fund returns exceeded minimum withdrawal rates for most retirees in 2024, providing a buffer against volatile times ahead.

Running an SMSF can sound appealing when you start out, but as the years pass there are many reasons you may want out. So, what are the alternatives?

Exchanged-traded funds have taken off in Australia, but there is still a role for LICs and managed funds. Learn about the pros and cons of each.

One of the attractions of having an SMSF is the ability to invest in real property, but strict rules apply.

If you are looking to wind back working hours or boost your super in the lead-up to retirement, a transition-to-retirement (TTR) pension may be the answer.

Good financial literacy and understanding how to manage and invest your nest-egg is an essential skill when it comes to navigating the complexity of creating a steady retirement income.

This article is a step-by-step guide to claiming the Age Pension and getting it right the first time so you can avoid any delays or frustration.

With the news that super funds have taken a year or more to pay families after a member dies, what can you do to protect your loved ones?

If you want your partner to continue receiving your super pension when you die, a reversionary pension can make the process easy for them at what can be a difficult time.

Your beneficiaries could end up paying more tax than necessary when they receive your superannuation death benefit if you don’t learn the rules that apply.