Posts
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How lifetime income products can help reduce the ‘taper trap’ for retirees
By purchasing a lifetime income product, many retirees on a part Age Pension, or those who just miss out, could increase their pension and overall retirement income.
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SMSF death benefits: Who are my dependents and why does it matter?
SMSF trustees must have a good understanding of who death benefits can be paid to and how these payments are taxed. Knowing who your ‘dependents’ are is therefore essential.
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5 new year’s resolutions for your SMSF
The summer break is always a good time for trustees to review their SMSF and resolve to make it fit for whatever 2026 may bring.
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Division 296 super tax explained (including calculator)
The Albanese government has bowed to pressure to make amendments to its controversial tax on super funds with more than $3 million, and announced a short consultation period.
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Retirement planning for couples
Super can’t be held in joint names, but it does provide opportunities for couples to maximise their combined tax-free retirement income and streamline estate planning.
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Selling your home to boost super? What it means for your Age Pension
The downsizer super contribution offers an enticing opportunity to add more to super when you sell your home, but it could cost you some Age Pension. Is the trade-off worth it?
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Get clear on what you’ll need for retirement – and whether you’re on track
Planning for retirement can feel overwhelming, especially when every article seems to start with a different number. The good news is that you don’t need perfect predictions to make meaningful progress.
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The financial and health benefits of working past age 65
Staying in the workforce beyond a traditional retirement age could boost both your health and finances but it’s not all roses.
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Super news for December 2025
Retiree budgets under pressure, Regulators fail to protect members’ super, Financial advisers’ deadline looms, Australian Ethical governance issues exposed.
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Rethinking the role of your home in retirement
Home ownership provides a sense of security and wellbeing in retirement, but it could also be a potential source of income.
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TPD insurance in super: How much is enough? (including calculator)
Permanent disability insurance can provide financial security for you and your family if an illness or injury prevents you from going back to work.
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How working affects your Age Pension and tax (including calculator)
Working while receiving the Age Pension could improve your retirement income but after tax and a potential cut to your entitlements, is it worth it?
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10 retirement mistakes you don’t want to make
There are lots of decisions to make as you prepare for retirement, and potentially large sums of money involved, so it’s important to avoid costly mistakes.
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What I would do differently now: Retirement plans are shifting with the times
It’s been an eventful few years for financial markets and household budgets, prompting a rethink of retirement plans for many pre- and post-retirees.
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How the rich invest
Wealthy Australians have surfed the wave of strong investment returns in 2025, with a disciplined approach and a growing appetite for alternative investments.
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Super funds of the year awards: Best super funds for 2025–26
While returns are important, they are not the only ingredient in a top super fund, as these annual awards show.
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Your SMSF calendar for 2026
Forewarned is forearmed, as they say, so why not download our 2026 SMSF calendar to ensure you don’t miss any crucial dates, deadlines or opportunities in the year ahead.
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Diversification and your SMSF: Why and how to do it
Diversifying your portfolio is a golden rule of investing and a vital task for your SMSF as it can help reduce risk and smooth investment returns.
