Posts
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How do ETFs compare to LICs/LITs and managed funds?
Managed investments offer instant diversification, but there are important differences between the types of funds on offer – from cost to legal structure.
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What are lifecycle super funds, and how do they perform?
Lifecycle funds are designed to reduce risk as you near retirement without sacrificing returns; recent research shows many do just that but you need to know what to look for.
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Division 296 super tax explained (including calculator)
Treasurer Jim Chalmers has announced changes to the new tax, including delaying to 1 July 2026, not applying the tax on unrealised gains, an additional 10% for balances above $10m and indexing the thresholds.
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Super news for October 2025
Changes announced to Div 296 and LISTO, few super funds get retirement tick of approval; Taxing times for $3m funds; Rest, Macquarie in regulator’s sites; Aware Super/TelstraSuper merger.
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How LISTO works (Low Income Superannuation Tax Offset)
The Low Income Super Tax Offset is a government rebate that can help boost your super and make saving for retirement a little easier.
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Super pension funds put to the test
A new consumer-friendly review of pension funds reveals which funds are ticking all the right boxes.
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The big picture: Focus on super’s long-term returns
They say a picture is worth a thousand words, so we’ve created a visual representation of super’s value in the long run.
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How can I top up my super pension?
Contributions can’t be added directly, so how do you get additional savings across into a pension? Find out your options and what to consider.
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Investing in retirement: Balancing risk, income and longevity
In this video interview we’re tackling one of the biggest challenges facing retirees – how to invest once you’ve stopped working and started drawing down on your savings.
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Getting financial advice? What your adviser needs to provide
Financial advice is strictly regulated, so it pays to understand what you can and can’t expect from an adviser before you set up your first meeting.
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The sprint finish: How to boost your super before retirement
If you are ready to retire but your super balance isn’t, don’t despair. Here are some handy strategies to give your super a last minute cash injection.
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Why financial literacy is vital for a good retirement
In an increasingly complex world, understanding finance and financial products can make a wealth of difference to your future health and happiness.
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Can I live or stay in my SMSF property?
Direct property investing is popular with SMSFs, but do you know the rules around staying or living in your SMSF owned property? What about the rules when you retire?
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SMSF investing: 20 most popular LICs/LITs
Listed investment companies and trusts are facing stiff competition from cheaper ETFs and passive index funds, but have a place in many SMSF portfolios.
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SMSF investing: 20 most popular managed funds
Traditional managed funds have been partially eclipsed by the rise of ETFs, but they remain core holdings for many SMSF investors looking to diversify.
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Division 293 super tax explained (including calculator)
High-income earners pay extra tax on their concessional super contributions, so it’s important to understand the rules.
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Navigating having an SMSF plus an industry or retail fund
Are you a member of both an SMSF and an industry or retail super fund? Think about these issues to get the best outcome from both funds.
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SMSF investing: 20 most popular international shares
Direct holdings in international shares fell in 2024–25 due to volatile market conditions but perhaps also to the growing appeal of ETFs to access global markets.
