Posts
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How to get ready for retirement if you own a business
You’ve worked hard to build your business, but when retirement beckons it’s time to fold your business plan into your personal retirement planning.
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Tax hike on super balances above $3 million: Is it time to rethink our retirement savings vehicles?
The new superannuation earnings tax is now law, which means you could soon be paying additional tax! Is super still the best retirement vehicle for you?
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Consider these two risks before you start a super pension
With a little planning, you can ensure your retirement income lasts the distance, come what may.
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Payday Super: Preparing your business for the transition
If you have employees, you will need to process your compulsory super contributions faster and more often. Get to grips with the essentials to prevent hiccups.
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SMSF valuations: Common mistakes and what really matters
SMSF valuations can affect contributions, pensions and tax outcomes. This interview explains what trustees can get wrong and why documentation and process matter just as much as the final valuation.
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EOFY: Getting your SMSF in order
If you want to get your SMSF shipshape for 30 June, then get cracking now.
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Pension fund performance: Monthly returns to March 2026
Escalating US-Iran conflict in the Middle East took a toll on pension funds in March but returns have bounced back in April.
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Super fund performance: Monthly returns to March 2026
After taking a tumble in March on escalating conflict in the Middle East, super funds have rebounded strongly in April, recouping most of their losses.
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Super fund performance reckoners: Monthly returns for 5 investment categories
In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016.
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Managing your SMSF in a downturn
With slower growth, higher inflation and volatile markets the order of the day, investors need a plan to help them navigate choppy waters.
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What advice can I get from my super fund in retirement?
The need for financial advice doesn’t end when you retire, in fact, good, timely advice may be even more consequential.
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Super housekeeping tips for EOFY
As 30 June approaches, it’s time to make the most of your annual super contribution limits.
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SuperGuide news for April 2026
Super wealth boost, Super consumer protections, Calls to move members to retirement phase by default, AI scams increase.
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Centrelink’s Payment and Service Finder: How it works
If you are planning to retire soon or have already done so, this tool can help you work out how much Age Pension and other payments and concessions you may be eligible for.
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Contribution cap increases: Issues to consider
With contribution caps set to increase, people need to weigh up their options before topping up their super before and/or after 30 June.
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Understanding risk and your super investment options
Performance matters when you’re building a healthy super balance for your retirement, but so does the level of risk you are comfortable with along the way.
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Retiring soon? Here are 6 questions you need to answer first
From planning your retirement income to where you will live and how you will spend your time, there’s a lot to think about in the run-up to retirement.
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Retirement income rules of thumb: Do they measure up?
Working out how much income you will need in retirement is no easy task, but some simple short cuts may provide an estimate to start the planning process.
