Posts
-
SMSF disputes: Lessons from AFCA complaints
Why do so many SMSF complaints end up at AFCA? Alexandra Sidoti explains the most common mistakes, warning signs and practical lessons for trustees.
-
SuperGuide news for July 2026
Budget borrowing ban and CGT changes, Labor blocks (then backs) teenage super push, Super fund call centre failures, ASIC warns investors and super membersThe balance that decides retirement, Most pre-retirees aren’t prepared.
-
SMSFs: Actuarial certificates, when you need one and what they cost
When a member of your SMSF retires and starts receiving pension income, or is caught by Division 296 tax, it’s time to put an actuarial certificate on your to-do list.
-
What to do if a member wants to leave an SMSF
Leaving an SMSF isn’t as simple as walking out the door. Trustees have to agree, and getting it wrong can be expensive.
-
Pension fund performance to June 2026
Pension funds outpaced their accumulation equivalents again in FY26, with the median Growth option returning 10.8% for the year to June 2026.
-
Super fund performance reckoners: Annual returns for 5 investment categories
In these reckoners you can view the median super fund returns for 1, 3, 5, 7, 10 and 15 years across five different investment options since 2015.
-
Super fund performance: Annual returns to June 2026
Super funds have now returned more than 9% for four financial years running, capping off another strong year to June 2026.
-
How to choose a super fund for your pension
It’s tempting to stick with your current fund, but that could cost you. Follow our simple steps to choose a product that could set you up for life.
-
What’s your super risk profile? (Quiz)
Have you ever wondered if your super option is too risky for comfort, or too ‘safe’ to meet your retirement goals? Take our quiz to find the right investment ‘fit’ for your age and tolerance for risk.
-
Does your super reflect your values?
A review of 15 major super funds found $89 billion invested in issues of concern, from fossil fuels to human rights. Most funds make it hard to find out what they hold, but there are ways to see inside your own.
-
Where to find retirement income in addition to super
While a healthy super balance is comforting, in practice your retirement income is likely to come from a variety of sources.
-
What concession cards are available for seniors and pensioners?
If you are a pensioner, self-funded retiree or still working in your 60s, don’t be shy; these concession cards are worth signing up for.
-
How retirees are using home equity to boost income
If your retirement income falls short of your needs but you own your home, an equity release product can help bridge the gap.
-
What is an investment-linked lifetime income stream?
It’s been a long time coming, but super funds are beginning to offer more flexible pension products offering income for life.
-
Case study: Boosting retirement income with downsizer contributions
Lee and Mandy are retired and want to see whether downsizing could increase their retirement income.
-
Consider these two risks before you start a super pension
With a little planning, you can ensure your retirement income lasts the distance, come what may.
-
EOFY super checklist: 8 smart moves before 30 June
As 30 June approaches, it’s time to make the most of your annual super contribution limits.
-
Managing capital gains tax in your SMSF
It’s possible to reduce or even eliminate the amount of tax your fund pays on asset sales with these simple strategies.
