Posts
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How to plan for your retirement
It can be difficult knowing where to start when you are ready to think seriously about retirement, but working through these easy steps will help.
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Do SMSFs rely too heavily on bank shares for dividend income?
Interest rates are finally on the way down, raising concerns about bank profits and dividend payments. Should SMSF investors be worried?
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What happens to my TTR when I turn 65?
When you turn 65 a number of things happen to your transition to retirement pension – mostly good but there are traps to avoid.
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Best performing pension funds: Conservative category (21–40%)
In this article you can discover the top 10 performing Conservative pension funds over 1 year and 10 years to 31 December 2024. Conservative funds have 21-40% invested in growth assets.
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Best performing pension funds: Balanced category (41–60%)
In this article you can discover the top 10 performing Balanced pension funds over 1 year and 10 years to 31 December 2024. Balanced funds have 41-60% invested in growth assets.
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Best performing pension funds: Growth category (61–80%)
In this article you can discover the top 10 performing Growth pension funds over 1 year and 10 years to 31 December 2024. Growth funds have 61-80% invested in growth assets.
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Best performing pension funds: High Growth category (81–95%)
In this article you can discover the top 10 performing High Growth pension funds over 1 year and 10 years to 31 December 2024. High Growth funds have 81-95% invested in growth assets.
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Best performing super funds: Conservative category (21–40%)
In this article you can discover the top 10 performing Conservative super funds over 1 year and 10 years to 31 December 2024. Conservative funds have 21-40% invested in growth assets.
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Best performing super funds: Balanced category (41–60%)
In this article you can discover the top 10 performing Balanced super funds over 1 year and 10 years to 31 December 2024. Balanced funds have 41-60% invested in growth assets.
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Best performing super funds: High Growth category (81–95%)
In this article you can discover the top 10 performing High Growth funds over 1 year and 10 years to 31 December 2024. High Growth funds have 81-95% invested in growth assets.
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Best performing super funds: All Growth category (96–100%)
In this article you can discover the top 10 performing All Growth super funds over 1 year and 10 years to 31 December 2024. All Growth funds have 96-100% invested in growth assets.
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Boost your Age Pension by topping up a younger spouse’s super
A quirk in Centrelink’s means testing makes investing in your younger partner’s super a compelling strategy to maximise your Age Pension.
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Q&A: How is an SMSF member’s Total Super Balance calculated?
Q: How is the Total Superannuation Balance calculated for each individual member for an SMSF on June 30th of the previous year?
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Super news for February 2025
Push for lifetime annuities, Cbus in APRA’s sights, new retirement savings targets, Investment scams warning.
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Transfer Balance Cap indexation: Opportunities for SMSF members?
The amount you can get into a super pension is about to increase, presenting some useful strategies for existing and prospective retirees.
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Case study: Self-employed single seeking a comfortable and secure retirement income for life
Watch to see how free tools empower Justine to get her retirement savings on track and reduce her tax bill.
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Tips to boost your super in retirement
Leaving work doesn’t mean the end of opportunities to add to your super in your 60s and beyond.
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Estate planning when your child has a disability: What can I do?
Planning financial support for your children after you die is tricky, but a child with disability makes the task even harder. How do you ensure your child is cared for and financially secure?