Posts
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SA Seniors Card: Benefits, discounts and how to apply
Everyone loves a bargain, but once they turn 60 many people in South Australia forget to grab one of the best deals on offer – their SA Seniors Card.
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WA Seniors Card: Benefits, discounts and how to apply
Everyone loves a bargain, but many older West Australians forget to grab one of the best deals on offer – their WA Seniors Card.
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Super news for December 2024
Legacy pensions legislation, Super retirement reforms, Call to stop abusers inheriting victim’s super, Fallout from Cbus payout delays, Super tops $4 trillion mark
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NSW Seniors Card: Benefits, discounts and how to apply
Everyone loves a bargain, but once they turn 60 many people in NSW forget to grab one of the best deals on offer – their NSW Seniors Card or Seniors Savers Card.
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Where to find retirement income in addition to super
If you are planning your retirement income and worried you don’t have enough super, don’t forget to factor in other potential sources of income. You may be pleasantly surprised.
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Currency hedging for SMSFs
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments.
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Saving for retirement outside super
Super is undoubtedly the most tax effective vehicle for retirement savings, but there are plenty of reasons why you might hold investments outside super to augment your retirement income.
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How to navigate the different stages of retirement
Retirement planning should be about more than money. The physical, mental and emotional challenges of life after work are equally as important as you plan how to spend your days.
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Your super after death: How to get your savings into the right hands fast
With the news that super funds have taken a year or more to pay families after a member dies, what can you do to protect your loved ones?
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Can you be your own SMSF accountant?
One way to lower your costs as an SMSF trustee, if you have a head for numbers and infinite patience, is to lodge your SMSF accounts yourself.
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What happens to my Age Pension if I sell my home?
Now updated with part 2 (if you are moving to a lifestyle village) and part 3 (if you are not purchasing a new home straight away).
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Super tax breaks to be reduced for accounts with more than $3 million
The federal government has released draft legislation for its controversial new tax on super balances above $3 million, clarifying some issues but retaining the substance of its original plan.
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Reversionary pensions: What they are and how they work
If you want your partner to continue receiving your super pension when you die, a reversionary pension can make the process easy for them at what can be a difficult time.
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What are the setup and running costs for an SMSF?
Cost may not be the main factor when deciding whether to start your own super fund, but you need to know what the costs might be in your time as well as money.
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Your SMSF calendar for 2025
Forewarned is forearmed, as they say, so why not download our 2025 SMSF calendar to ensure you don’t miss any crucial dates, deadlines or opportunities in the year ahead.
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How to boost your spouse’s balance and make the most of super caps (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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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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Real DIY super: How to keep SMSF costs super low
With the cost of living front of mind, you could potentially save a lot of money by doing more of your SMSF tasks yourself, but you need to know what you’re doing.
