December 2021 newsletter

Aligning your super investments with your values is increasingly important to many people, but before you switch you should understand what to look for.

Although defined benefit funds are disappearing in Australia, if you’re lucky enough to be a member, they can offer a valuable way to save for your retirement.

Super funds capped off the financial year with a fourth consecutive year of returns above 9%, defying tensions in the Middle East and lingering inflation worries.

Your SMSF trust deed is your fund’s most important legal document, so it pays to get it right from the outset and to carry out regular health checks.

Individual or corporate trustee. Which structure is more appropriate for you and do you know the advantages and disadvantages of each?

An annual audit is one of the necessary tasks associated with running an SMSF, but it can save trustees from inadvertent and costly breaches of the rules.

Even if you outsource most of the boring SMSF admin, there are two annual tasks trustees can’t avoid.

Many of us dream of early retirement, but if you need to access your super to live the dream you need to tick a few boxes first, beginning with your age.

Being sick or injured is stressful and difficult financially. Early release of money from your super could help relieve the pressure.

Take the following 10-question quiz to test your knowledge on how to plan for your retirement.

If you’re retired and caring for an ill or frail partner or family member, the government’s Carer Allowance can provide some useful extra income.

An increased risk of bushfires this summer means you need to make sure you have enough insurance in place to cover any losses.

The government’s reverse mortgage (previously called the Pension Loan Scheme), helps older Australians convert property equity into retirement income without selling their home.