Posts
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Super fund rankings: High Growth category (81–95%)
On this page you can find the quartile performance and quartile rankings for super funds in the High Growth category for the period to March 2025.
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Super fund rankings: All Growth category (96–100%)
On this page you can find the quartile performance and quartile rankings for super funds in the All Growth category for the period to 31 March 2025.
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Pension fund rankings: Conservative category (21–40%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Conservative category for the period to 31 March 2025.
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Pension fund rankings: Balanced category (41–60%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Balanced category for the period to 31 March 2025.
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Pension fund rankings: Growth category (61–80%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Growth category for the period to 31 March 2025.
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Pension fund rankings: High Growth category (81–95%)
On this page you can find the quartile performance and quartile rankings for pension funds in the High Growth category for the period to 31 March 2025.
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Pension fund rankings: All Growth category (96–100%)
On this page you can find the quartile performance and quartile rankings for pension funds in the All Growth category for the period to 31 March 2025.
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Super news for May 2025
Labor’s super to-do list, Financial advisers urge further reforms, In-house SMSF auditors warned, Transfer balance cap to rise, Future Fund performance.
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Super housekeeping tips for EOFY
The end of the financial year is a good time to get your super house in order. Check our tips to make the most of your opportunities.
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How to take advantage of the increased Transfer Balance Cap
An increased Transfer Balance Cap creates opportunities to transfer more into the tax-free retirement phase and contribute more to super but beware the fine print!
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What’s the Carer Payment and am I eligible?
If you care for an ill or disabled person full time, you may be eligible for regular income support payments.
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Q&A: Can non-concessional contributions be made if the Transfer Balance Cap has been reached?
If you have previously reached your full transfer balance cap, but now you are well below the $1.9 million cap, can you undertake the bring forward rule and make a non-concessional contribution of $360,000?
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Case study: When can I afford to retire?
It’s a common question, and in this case study we follow one couple as they calculate the financial impact of retiring early or delaying by a few years.
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The 7 biggest super mistakes – and how to avoid them
Where super is concerned, small mistakes or oversights can have big financial consequences so it pays to nip them in the bud.
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What are the super and Age Pension rules for same-sex couples?
Now that same-sex couples are equal under super and tax laws, it’s important to understand what that means for your retirement savings and Centrelink benefits.
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My retirement planning diary (Part 2): My super fund-amentals
After deciding I would retire this year, volatile global markets have forced me to review my plans. In part 2 of this series, I review my super investments and my approach to risk.
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SMSFs: Segregating assets in retirement phase
In some circumstances it can make sense to allocate assets to particular fund members. We explain the how and the why.
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SMSFs: Investing in private companies
Investing in unlisted or private companies is perfectly legitimate for SMSFs, but there are strict rules around how it’s done.
