Yesterday
Why a market downturn is the best time to boost super contributions
Boosting contributions now lets you buy more units at lower prices, reducing your average cost and accelerating gains when markets rebound.
This Month
4 red flags that would stop me setting up an SMSF
Avoid SMSFs if you feel pressured by sales tactics, spot opaque structures, hear illegal early access promises or overestimate your investment prowess.
How to keep your seniors’ health card as deeming rates rise
Generous medical benefits worth up to $3,000 can be kept by monitoring income buffers and using superannuation structures to navigate rising deeming rates.
Wealthy Australians show how to ‘outsmart’ new $3m super tax
The government’s $2 billion revenue target might be at risk as people like Michael Finger and Brian Rodricks plan to beat the new Division 296 tax.
Investors lost $357,000 on average but they’ll get less than half
A $150,000 compensation cap will kick in after the collapse of Australian Fiduciaries Limited.
This couple built a future on property. Here’s where they went wrong
Two investment properties weren’t enough to stop Tom and Jenny Croucher from rapidly eating into their super when they retired. Here’s how they fixed it.
SMSF lending needs to catch up with modern retirement
Australians are retiring differently. For many, it’s no longer a cliff-edge moment when work stops and the mortgage disappears.
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by AMP Bank
Five signs it’s time to switch superannuation funds
More than a million Australians switched their superannuation fund last year, here are some reasons why you should join them.
From your 20s to your 60s, the must-dos in each decade to build super
It’s easy to be overwhelmed by money matters, but taking advantage of a few strategies in each decade can pay off handsomely.
The most costly mistakes you can make with super
Your nest egg is the last place you want to be letting expensive errors compound. Here are four oversights that are worth catching early.
The hidden death duty in super and how to beat it
More taxes than you might realise will eat into any super you leave to your children, but they are not the only thing you need to consider.
February
3 reasons to watch Labor’s new super tax (even if you don’t have $3m)
A looming 2026 valuation deadline and quirk in how investment returns are calculated mean every trustee should be aware of the new tax.
How to use a super recontribution to build tax-free inheritance
Withdrawing and recontributing money to super could reduce the tax bill for your children – but there are limits.
600 victims of super’s forgotten collapse feel left behind
Nearly 50 ASIC staff are working across 26 investigations into Shield and First Guardian, but Australian Fiduciaries investors feel frustrated by a lack of action. Here’s what they can do.
How the new super tax makes death ‘excruciatingly expensive’
Division 296 tax is being characterised by some as a “stealthy” inheritance tax and financial advisers are predicting a rush of super withdrawals.
The life-changing effect of $10,000 super top-ups in your 30s, 40s or 50s
Lower fees, a pivot to growth assets and modest additional contributions could lift your retirement balance by thousands – or even millions.
Why high-balance super savers under 60 have no exit from Labor’s tax
There is nothing under 60s with super balances above $3 million can do to shield themselves from the new tax, but it could have been worse.
January
Could your estate owe Division 296 tax years after death?
Revised legislation for the introduction of the new tax has sparked questions about how reversionary pensions and franking credits will be dealt with.
Tax-free super allowance set to rise to $2.1 million
The lifetime limit on how much you can move into a tax-free retirement pension is set to increase from $2 million to $2.1 million.
3 ways to beat the new super tax
With the new super tax slated to start in less than six months, we ask the experts for strategies you can put in place now to limit your potential liability.
Should $50,000 for each of our children be a loan or gift?
Plan carefully when gifting large sums of money. A clear strategy helps keep things fair, maintains family harmony and protects your financial security.
How your super compares to others – from 25 to 70
Whether you’re 25 and just starting out or a 60-year-old eyeing the exit, this new data breakdown reveals exactly how your super balance stacks up.
Direct US shareholdings could delay your SMSF wind-up by months
Holding US shares in a sole-member SMSF is simple during life, but death can trigger complex tax and administrative hurdles.
What the data reveals about federal MPs and their super
Big changes to superannuation are being mulled by Canberra, but how do Australia’s political elite manage their own retirement savings?
