ASIC puts super on notice over complaint âblind spotsâ
19 June
The corporate regulator has revealed the next steps in its push to fix systemic failings in the superannuation sectorâs handling of death benefit payments.
The Australian Securities and Investments Commission will examine how super trustees...[Read More]
Greens strike conciliatory tone on super tax changes
12 June
The Greens are âabsolutely readyâ to work with Labor to make proposed changes to superannuation, acknowledging the mandate voters gave the Albanese government at the election.
Labor is looking to double the tax rate of super balances above $3...[Read More]
EOFY super and tax strategies: is it too late? What you can still do â and how to get ahead for next year
5 June
As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, itâs not too late. With some focused action in the final month and a proactive start...[Read More]
Super backlash âdoesnât augur well for tax reformâ
5 June
Super backlash âdoesnât augur well for tax reformâ
The uproar over proposed changes to superannuation tax concessions does not bode well for the governmentâs chances of passing broader tax reform, Treasurer Jim Chalmers says.
First...[Read More]
Fears super tax rise for rich will whack housing market
29 May
A bid to increase taxes on wealthy Australiansâ superannuation has been paved with good intentions, but there are warnings it may create unfair outcomes.
The federal government is hoping to pass a bill to impose a 15 per cent tax on super balances...[Read More]
Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, itâs a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings.Â
Whether youâre looking to grow your superannuation,...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist â summary
8 May
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities.Â
This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
The redundancy checklist
8 May
Facing redundancy can be a challenging and emotional experience. Itâs important to take a calm and considered approach to ensure you make the best financial decisions for your future.Â
A qualified financial adviser can assist you in navigating...[Read More]
Navigating a career change with financial confidence
1 May
Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges.Â
Whether youâre pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]
Donât be spooked by sliding super, funds warn members
10 April
Donald Trump is âburning down a house to cook a steakâ as local and international equity markets go into freefall in response to the US presidentâs trade tariffs.
But superannuation funds are urging people to not panic if their balances...[Read More]
Staying steady: managing emotions and maintaining focus during market volatility
20 March
Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors.Â
Â
Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]
Super housing scheme could shave years off home wait
20 March
People saving for their first home could be in their own property years sooner under a proposal to allow Australians to access their superannuation for housing, a study has found.
A report from economists Peter Tulip and Matt Taylor found using...[Read More]
Navigating redundancy: why financial advice is essential and 10 tips for getting help
13 March
Losing a job due to redundancy is rarely part of anyoneâs career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns.Â
While some may view redundancy as a setback, others may see it as...[Read More]
Women lack confidence when it comes to retirement funds
12 March
Women are less confident than men that they will have a comfortable retirement, with only 34 per cent feeling prepared for life after work.
A survey of 2250 Australians revealed that more than three in five women (62 per cent) felt they would be...[Read More]
Smart ways to invest using an SMSF
6 March
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options.Â
To maximise long-term returns and financial security, it is essential to understand the...[Read More]
