Posts
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Super and pension fund performance: Where does your fund rank?
Have you ever looked at your super fund’s investment returns and wondered how your fund compares with similar funds? Is it a consistently high performer or an inveterate underachiever?
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SMSF investment rules: Collectables and personal use assets
An ATO crackdown on asset valuations is putting pressure on SMSFs with collectables to take stock.
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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 October 2025
Pension funds continued their positive run in October as they close in on another strong calendar year.
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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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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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Lifecycle super funds: What they are and how 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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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.
