Posts
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SMSF statistics: 1.2 million members with $1 trillion in super
The size of the self-managed super fund sector continues to grow in terms of members and assets, at the expense of all but industry super funds.
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Losing capacity: The issues for SMSF trustees and what you need to do
Have you considered the risk to your SMSF if you were to lose mental capacity due to accident or ageing? These are the steps you can take now to address this risk.
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Pension fund performance: Monthly returns to September 2025
Pension funds continued their fine form in September, giving retirees plenty to smile about.
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How to budget for retirement
Unsure whether you have enough saved to retire? First you need to work out how much you are likely to spend. Luckily, there are tools for that.
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The cost of residential aged care
In the name of fairness and sustainability, the way you pay for residential aged care, and the amount, has changed.
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Understanding My Aged Care: What it does and how to use it
If you or a loved one needs Government-subsidised aged care support, at home or in a purpose-built facility, your first port of call is My Aged Care.
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Need care at home? We look at where to find it and what it costs
Aged care reforms are changing the ways in-home care is provided to older Australians, and how much they will pay for services.
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What type of people have SMSFs?
If you think SMSFs are just for old wealthy Australians, think again. Increasingly, younger people and women are also embracing the self-managed ethos.
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Super fund performance reckoner: 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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Super fund performance: Monthly returns to September 2025
It’s been another good month for super funds and their members, with funds on track for another strong annual performance.
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Protecting your super from cyber attacks and scams
Super scams are increasingly sophisticated and on the rise so it pays to learn how to detect and avoid them.
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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.
