Posts
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SMSF investing: 20 most popular managed funds
Traditional managed funds have been partially eclipsed by the rise of ETFs, but they remain core holdings for many SMSF investors looking to diversify.
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Division 293 super tax explained (including calculator)
High-income earners pay extra tax on their concessional super contributions, so it’s important to understand the rules.
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Navigating having an SMSF plus an industry or retail fund
Are you a member of both an SMSF and an industry or retail super fund? Think about these issues to get the best outcome from both funds.
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SMSF investing: 20 most popular international shares
Direct holdings in international shares fell in 2024–25 due to volatile market conditions but perhaps also to the growing appeal of ETFs to access global markets.
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SMSF investing: 20 most popular Australian shares
Australian shares remain the most popular asset class for SMSF investors, with portfolios dominated by the big banks and miners.
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SMSF investing: 20 most popular ETFs
Gen X and Millennials are fuelling the rapid take-up of ETFs by SMSF investors, drawn to their instant diversification, global reach, accessability and low cost.
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How to benchmark your SMSF returns
Have you ever wanted to compare your SMSFs investment performance against other types of funds or markets, then this article will show you how.
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Tax returns in retirement: Do I need to lodge one?
If you receive assessable income in retirement, you need to lodge a tax return. Even if you don’t, you may need to lodge a non-lodgment form. Confused? Read on.
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Deeming rates (2025-26) and calculator for the Age Pension income test
On 20 August 2025 the government announced the first change to deeming rates since 1 May 2020 when rates were frozen at artificially low levels during COVID.
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Checklist for employers to master your super responsibilities
Getting the details right when it comes to paying employees’ super can be tricky, so use our 7-point checklist to ensure you meet your super obligations.
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Super news for September 2025
Costs for retirees continue to rise, Use of AI to make investment decisions grows, Senate committee cancels inquiry, Financial services misconduct an ongoing concern, Super sector tops $4 trillion, Advised retirees feel confident.
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MySuper funds: What they are and who offers them
Default MySuper funds have been undergoing a makeover in recent years, with performance under the microscope and fees falling.
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APRA’s performance test: Platforms continue to miss the mark
For the second year running, all MySuper products passed APRA’s performance test. A few platform options fell short, while thousands more are not tested at all.
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Case study: High earners near retirement aim for six-figure income and tax-free inheritance
Watch how John and Helen adjusted their retirement plan to secure a six-figure income, extend their savings, and leave a tax-free inheritance.
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Home Equity Access Scheme (HEAS) explained
The government’s reverse mortgage (previously called the Pension Loan Scheme), helps older Australians convert property equity into retirement income without selling their home.
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How do I transfer a UK pension to an Australian super fund?
It can make sense to bring your UK pension funds home to Australia, but the process is far from straightforward. We explain how it’s done.
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What to check on your annual super fund statement
Your annual super fund statement provides a useful snapshot of where you are on the road to retirement and if you’re on track to reach your destination – you just need to know where to look.
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How to deal with lost paperwork in your SMSF
What SMSF trustees need to consider when important fund documentation is misplaced.
