Superannuation News

Tue 11 Sep 2018

Who will manage my super fund when I can't?

Who will manage my super fund when I can't?

THERE are two most common questions I am asked by my SMSF clients who are concerned about their superannuation when they can no longer manage it.

Sat 8 Sep 2018

Plain English guide to SMSF

Plain English guide to SMSF

Superannuation expert Monica Rule has published seventh edition of her handbook which uses simple language to guide readers through the complexity of SMSF.

Wed 29 Aug 2018

Is super or something else the answer to retirement saving?

Is super or something else the answer to retirement saving?

I HAVE been asked if superannuation is still an effective means of saving for retirement.

Mon 20 Aug 2018

What happens if you stop investing today?

What happens if you stop investing today?

HOLDING onto your investments for the long term and resisting the urge to cash out at the first sign of market jitters, can deliver good outcomes.

Wed 15 Aug 2018

Managed funds: Look around, shop around

Managed funds: Look around, shop around

WHAT'S staggering is that there is currently about $330 billion of investors' capital sitting in underperforming funds.

Wed 8 Aug 2018

Expert advice: Learn to make better investment decisions

Expert advice: Learn to make better investment decisions

WEALTH coach Andrew Heaven answers two questions around investments, allocated pension and superannuation funds.

Mon 23 Jul 2018

Are you likely to be left shortchanged in retirement?

Are you likely to be left shortchanged in retirement?

THE Australian Securities and Investments Commission report reveals that one in ten SMSF members could be left shortchanged in retirement.

Thu 19 Jul 2018

Top ten: Australia's best super funds revealed

Top ten: Australia's best super funds revealed

AUSTRALIA'S top 10 superannuation funds for the past financial year have been revealed, and bank-owned funds are nowhere to be seen.

Tue 17 Jul 2018

Superannuation catch-up rules a great opportunity

Superannuation catch-up rules a great opportunity

THE new financial year that ends on June 30, 2019 is when the realities of the new super system will really kick in.

Mon 25 Jun 2018

Think about using your super to save on tax

Think about using your super to save on tax

THIS is first financial year where you don't have to be self-employed to claim a tax deduction for personal super contributions.

Mon 18 Jun 2018

Fortnight ahead crucial for super contributions

Fortnight ahead crucial for super contributions

JUNE is always an important time to think about last minute contributions to superannuation but this year brings some new rules and new opportunities.

Tue 12 Jun 2018

Federal Budget designed to please seniors

Federal Budget designed to please seniors

AFTER introducing tougher financial measures for seniors in 2017, the latest Federal Budget was ostensibly designed to please.

Tue 5 Jun 2018

Stress test your decisions before locking your super

Stress test your decisions before locking your super

THERE are several things to look at when considering having a SMSF or money in an established super fund, such as a better insurance deal.

Tue 15 May 2018

Can the proposed changes to the work test benefit me?

Can the proposed changes to the work test benefit me?

IT’S A question on the minds of many older Australians - will the announced changes in the Federal Budget to the work test be of benefit to me?

Blinding financial advice in the spotlight

Blinding financial advice in the spotlight

If you use the services of a financial adviser, or are planning to, the cornerstones of your relationship should always be based around transparency and trust.

Wed 9 May 2018

Budget 2018: What's in it for older Australians

Budget 2018: What's in it for older Australians

THE Federal Government is proposing a substantial list of policies that are designed to accommodate the needs and rights of our burgeoning senior community.

Mon 7 May 2018

Battle for fairer retirement system steps up a notch

Battle for fairer retirement system steps up a notch

SIX heavyweights have joined forces in response to the concerns raised over the Labor Party’s recommendations for how it would handle franking credits.

Mon 30 Apr 2018

Super idea: Expert wants guarantee for Seniorpreneurs

Super idea: Expert wants guarantee for Seniorpreneurs

MANY Australians see self-employment as a goal worth aiming for but running your own show can mean retiring with very little in super savings.

Mon 23 Apr 2018

Should your will include death benefit details?

Should your will include death benefit details?

WHEN drafting a will a couple have rasied the question of whether their wills should instructions around their super fund Binding Death Benefit Nomination

Thu 5 Apr 2018

A super opportunity – downsizer contributions

A super opportunity – downsizer contributions

STARTING from July 1 last year it became much harder to build up more superannuation thanks, but another option opens up from this July.

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