Are you and your super fund a perfect match? All will be revealed in your fund’s product disclosure statement.
Making super contributions
Planning your retirement, or being in retirement
Set out below are the latest articles that relate to checklists and how-to guides.
Inflation is affecting more and more daily essentials but bank interest rates remain stubbornly low, so it may be time to revisit your retirement income plans.
The Home Equity Access Scheme (previously known as the Pension Loans Scheme) facilitates a loan from the government against the equity in your home.
Super fund fees are complex and vary widely between funds and even between members of the same fund, so it’s worth learning what you’re paying for.
If you’re unhappy with your super fund’s performance, it’s getting easier to check how it stacks up against the best of the rest. We explain how.
If you downsize your home, putting some of the proceeds into your super can help feather your retirement nest.
The government’s First Home Super Saver Scheme (FHSSS) can be a handy tool when you are saving for your first home. But it’s not for everyone.
Keeping track of your super can be time-consuming and difficult, but linking the ATO’s online services to your myGov account makes it easy – and secure.
If you have a self-managed super fund (SMSF) with a corporate trustee, then you need to be aware of the new requirement to apply for and obtain a Director Identification Number (Director ID).
Retirement planning can seem complex and a little daunting, so we’ve broken it down into 7 easy steps.
It might seem complex to begin with, but if you follow these steps, you should be able to establish your own retirement income stream.
Retirement planning often focuses on finances but preparing yourself emotionally and practically is just as important.
Just because you’ve chosen a DIY fund, doesn’t mean you have to do everything yourself. But if you choose to do most of the work, there are legal hoops to comply with.
It can make sense to bring your UK pension funds home to Australia, but the process is far from straightforward. We explain how it’s done.
Like everything to do with SMSFs, there are rules and processes to follow when the time comes to call it a day.