Self-Managed Superannuation Fund (SMSF) checklist

13 November

A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities.  This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]

Deputy Commissioner, Emma Rosenzweig talks Payday Super

13 November

If you haven’t heard much about Payday Super, this is a good starting point. Put simply, Payday Super is about paying super on payday. So, if you’re an employer, from 1 July 2026 you’ll pay your super guarantee obligations at the same time as...[Read More]

From conversation to collaboration: How your relationship with a financial planner evolves

6 November

Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]

Superannuation: teaching the next generation to value their future wealth

6 November

Superannuation is one of the most powerful tools Australians have to build long-term financial security.  Yet, for many young people, it remains out of sight and out of mind. They may see it as something for “future them” to worry about — a...[Read More]

Volatility and the value of time in the market

30 October

Market volatility is a normal — and often uncomfortable — part of investing. Share prices rise and fall in response to economic data, company earnings, geopolitical events, and investor sentiment.  When markets swing sharply, it can tempt even...[Read More]

Review your superannuation and insurance before the new year

23 October

Start 2026 with financial clarity and confidence As the year draws to a close, many of us begin thinking about new year resolutions — getting fit, saving more, or making better lifestyle choices. But before you launch into your 2026 goals,...[Read More]

Super payout warning over cosmetic medical treatments

23 October

Tapping the compassionate release of super to fund inappropriate cosmetic procedures needs to be stamped out, the tax office and health practitioner regulators say. The warning comes as new ATO data shows a further jump in applicants seeking early...[Read More]

The rule of seven: An investor’s compass

16 October

James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]

Treasurer defends $4b hit from super tax backdown

16 October

A $4 billion budget hole created by an overhaul of the government’s contentious super tax policy will be filled using other measures, the treasurer says. Labor is defending major changes to its planned superannuation tax hike, which will see the...[Read More]

‘Payday super’ popular but could challenge small firms

16 October

Australia’s superannuation industry and unions welcome new payday super legislation to align employer contributions with pay cycles, while others voice concern about the impact on small business. Treasurer Jim Chalmers on Thursday introduced the...[Read More]

Human resources and small business: 5 essential tips to build your HR function

9 October

When you run a small business, you often wear multiple hats — from marketing to finance to daily operations.  But one area many small business owners overlook is human resources (HR). Even with a small team, having a basic HR structure matters....[Read More]

Navigating a career change with confidence

9 October

Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges.  Whether you’re pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]

What to talk to kids about when starting a new job

9 October

Getting your first job is an exciting and stressful time. Kids don’t always know what to do or how to act. Giving them some advice can help them get off to a good start.  Explain that they’ve already gotten through the hard part. They made it...[Read More]

Super fund members cautioned against switching

9 October

One of Australia’s top superannuation fund providers is cautioning against making knee-jerk investment decisions during volatile times. HESTA said it saw an uptick in investment switching during the market pullback in early April, which was...[Read More]

The top 5 goals of retirees – and why good advice makes all the difference

2 October

Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next?  While the answers vary from person to person, there are five...[Read More]