Posts
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Best performing super and pension funds: Understanding the 5 risk categories
We now publish lists of the top 10 performing super and pension funds across 5 different risk categories and over 1 year and 10 years. This introductory article is designed to help you understand each risk category.
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Case study: High earners near retirement aim for six-figure income and tax-free inheritance
Watch how John and Helen adjusted their retirement plan to secure a six-figure income, extend their savings, and leave a tax-free inheritance.
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Home Equity Access Scheme (HEAS) explained
The government’s reverse mortgage (previously called the Pension Loan Scheme), helps older Australians convert property equity into retirement income without selling their home.
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How do I transfer a UK pension to an Australian super fund?
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.
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What to check on your annual super fund statement
Your annual super fund statement provides a useful snapshot of where you are on the road to retirement and if you’re on track to reach your destination – you just need to know where to look.
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How to deal with lost paperwork in your SMSF
What SMSF trustees need to consider when important fund documentation is misplaced.
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Preparing for the annual meeting with your SMSF’s accountant
If you use an accountant to prepare your SMSF’s end-of-year compliance tasks, having the right documentation on hand will save time and money.
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Which SMSF expenses are tax deductible?
The expenses associated with running your own super fund can add up, so it’s important to understand which expenses you can, and can’t, claim as a tax deduction.
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How to boost your spouse’s super balance (including calculator)
Couples who plan together succeed together. Learn how paying attention to your spouse’s super could maximise your opportunities.
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Financial advice through super funds: What’s on offer?
Super funds have been expanding their financial advice services to members, but it’s important to understand the different levels of advice on offer, how it’s provided and paid for.
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Commonwealth Seniors Health Card: Eligibility and how to apply
Our updated guide which now features a thorough video explainer, detailing the main benefits, the income thresholds and tips on how to apply.
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Age Pension calculator (September 2025 update)
Our Age Pension calculator gives you an estimate of your potential Age Pension entitlements based on your situation, assets and income.
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Super news for August 2025
Deeming rates to rise, Focus on super retirement phase, ASIC ramps up financial misconduct investigations, TelstraSuper and Aware Super explore merger, Calls for super performance test review.
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Age Pension assets test rules (from September 2025)
This article details the rules and limits of the Age Pension assets test (how much your savings and other assets are worth), which is one half of the means test (along with the income test) that determines how much Age Pension you could be eligible for.
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Age Pension rates (September 2025 to March 2026)
Age Pension rates are rising again. Check the latest rates for singles, couples and transitional pensions and learn what you may be entitled to.
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Age Pension income test rules (from September 2025)
A common question for those nearing or in retirement is “How much can a pensioner earn before it affects the pension?”.
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My retirement diary (Part 6): Light at the end of the tunnel
In the final instalment of my retirement diary, I review my progress and set the date.
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How to recontribute your COVID-19 early release super
If you withdrew super during COVID and want to put it back without it counting towards your contribution caps, here’s how.
