Posts
-
How much super do I need to retire on $80,000 a year?
Once you know how much retirement income you are aiming for, we show you how to calculate the amount of super you will need to fund it.
This is a premium article, requiring a subscription or purchase to access fully. -
How much super do I need to retire on $100,000 a year?
Once you know how much retirement income you are aiming for, we show you how to calculate the amount of super you will need to fund it.
This is a premium article, requiring a subscription or purchase to access fully. -
Is $2 million in super enough to retire on?
If you’re aiming for a retirement lifestyle that some would consider luxurious, you may have wondered whether $2 million in super at retirement will hit the mark.
This is a premium article, requiring a subscription or purchase to access fully. -
Case study: Combining downsizer and non-concessional contributions
People wanting to give their super a substantial boost later in life can get more bang for their buck by combining these two popular strategies.
This is a premium article, requiring a subscription or purchase to access fully. -
What happens when you meet a financial adviser
Before you select a financial adviser, it’s important to understand what you want to achieve and how to prepare for your first meeting.
This is a premium article, requiring a subscription or purchase to access fully. -
Commuting an SMSF account-based pension
If you want to commute (roll back) some or part of a super pension, or combine multiple pensions, you need to follow strict rules.
This is a premium article, requiring a subscription or purchase to access fully. -
What SMSF trustees need to know about exempt current pension income (ECPI)
Understanding the rules around ECPI can help reduce tax and save costs when fund members move into retirement phase.
This is a premium article, requiring a subscription or purchase to access fully. -
Q&A: What is the process for contributions reserving?
Q: I would like to use the contributions reserving strategy this year to offset my vast capital gains tax. I understand the strategy, but would you be able to confirm the process?
This is a premium article, requiring a subscription or purchase to access fully. -
Q&A: Can I make super contributions after commencing a pension?
Q: I’m 70 years of age, retired and currently receiving a pension from my self-managed super fund. I would like to add additional money, non-concessional, to my superannuation. Am I able to do it? And what are the steps to carry out this task?
This is a premium article, requiring a subscription or purchase to access fully. -
Pension fund performance: Monthly returns to May 2025
Pension funds are closing in on a stellar return of around 10% in the 2025 financial year, after a strong market rebound in May.
This is a premium article, requiring a subscription or purchase to access fully. -
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.
This is a premium article, requiring a subscription or purchase to access fully. -
Super fund performance: Monthly returns to May 2025
After a nail-biting start to the year, super funds are on track for another cracking return of about 9% for the 2025 financial year, after the median Growth fund was up 2.7% in May and markets continuing to rise in June.
This is a premium article, requiring a subscription or purchase to access fully. -
Super news for June 2025
Super funds urged to improve cyber controls, AMP’s new lifetime income product, Industry opposition to Labor’s Div 296 tax increase.
This is a premium article, requiring a subscription or purchase to access fully. -
How to find a super financial adviser
There are times in life when the right financial advice could prove invaluable, but it’s important to know what you are looking for and where to find it. Here’s how.
This is a premium article, requiring a subscription or purchase to access fully. -
Aged care reforms: Changes to services, increased costs
The cost of in home and residential aged care is set to rise under sweeping reforms, but the start date has been pushed back to give the sector more time to adjust.
This is a premium article, requiring a subscription or purchase to access fully. -
Case studies: Super death benefit nominations
It may seem like a simple matter to leave your super to your loved ones when you die, but choosing the wrong type of nomination can have costly unintended consequences.
-
Age Pension calculator (July 2025 update)
Our Age Pension calculator gives you an estimate of your potential Age Pension entitlements based on your situation, assets and income.
-
Am I eligible for the Age Pension?
A common question for Australians planning their retirement is if, and when, they will be eligible for the Age Pension.
