Posts
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Preparing for the annual meeting with your SMSF’s accountant
If you use an accountant to prepare your SMSF’s end-of-year compliance tasks, having the right documentation on hand will save time and money.
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Which SMSF expenses are tax deductible?
The expenses associated with running your own super fund can add up, so it’s important to understand which expenses you can, and can’t, claim as a tax deduction.
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How to boost your spouse’s super balance (including calculator)
Couples who plan together succeed together. Learn how paying attention to your spouse’s super could maximise your opportunities.
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Financial advice through super funds: What’s on offer?
Super funds have been expanding their financial advice services to members, but it’s important to understand the different levels of advice on offer, how it’s provided and paid for.
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Commonwealth Seniors Health Card: Eligibility and how to apply
Our updated guide which now features a thorough video explainer, detailing the main benefits, the income thresholds and tips on how to apply.
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Age Pension calculator (September 2025 update)
Our Age Pension calculator gives you an estimate of your potential Age Pension entitlements based on your situation, assets and income.
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Super news for August 2025
Deeming rates to rise, Focus on super retirement phase, ASIC ramps up financial misconduct investigations, TelstraSuper and Aware Super explore merger, Calls for super performance test review.
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Age Pension assets test rules (from September 2025)
This article details the rules and limits of the Age Pension assets test (how much your savings and other assets are worth), which is one half of the means test (along with the income test) that determines how much Age Pension you could be eligible for.
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Age Pension rates (September 2025 to March 2026)
Age Pension rates are rising again. Check the latest rates for singles, couples and transitional pensions and learn what you may be entitled to.
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Age Pension income test rules (from September 2025)
A common question for those nearing or in retirement is “How much can a pensioner earn before it affects the pension?”.
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My retirement planning diary (Part 6): Light at the end of the tunnel
In the final instalment of my retirement diary, I review my progress and set the date.
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How to recontribute your COVID-19 early release super
If you withdrew super during COVID and want to put it back without it counting towards your contribution caps, here’s how.
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What to know before taking a lump sum from super
Cashing a chunk of your super tax-free is tempting, but make sure you look before you leap.
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Making sense of pension drawdown strategies
In this video interview we’re diving into one of the most important – yet often overlooked – parts of retirement planning: how to actually draw down your super and other savings.
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What age should I retire?
There are no hard and fast rules around when you can retire, but there are practical issues to consider and money is just one of them.
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How to plan your spending through the 3 stages of retirement
Far from being one long holiday, retirement tends to be a tale in three acts, with different spending patterns along the way.
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What are the risks and benefits of getting financial advice?
Quality, affordable advice can make an enormous difference to your retirement outcomes, but it pays to know how to sort the good from the bad and downright ugly practices.
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Downsizer super contributions: Rules and eligibility
Eligible downsizer contributions can be a great way to boost your super without falling foul of many of the rules affecting other super contributions.
