Superannuation

Middle-power deal with Canada shoots for super returns

5 March

More of the retirement savings of 14 million Australians will be invested in Canada under a landmark initiative signed in front of their visiting prime minister. Mark Carney kicked off his four-day Australian tour at an event in Sydney where the two...[Read More]

Should you move your super to cash when markets fall? Think again.

26 February

Every time markets dip, the same question rises to the surface: Should I move my superannuation to cash before things get worse? It’s a natural reaction. Watching balances fluctuate can be uncomfortable. But superannuation was never designed for...[Read More]

Retirement question a quarter of Aussies can’t answer

26 February

What’s your superannuation fund? That’s the question one in four Australians cannot answer at the top of their heads, as concern grows over workers’ lack of engagement with their retirement plans. Some 26 per cent of Australians cannot name...[Read More]

The quiet power of superannuation over time

19 February

Superannuation rarely feels urgent. It’s often out of sight, tucked away on payslips, and easy to ignore while life is busy. Yet for many Australians, super is one of the biggest financial assets they will ever build. The good news is that super...[Read More]

The value of super: What you don’t feel at first, but thank yourself for later

12 February

Superannuation is one of those things most Australians start without really feeling its value. It begins quietly—small contributions taken from each pay, numbers on a statement you might glance at once a year, if at all. In the early years,...[Read More]

Self-Managed Superannuation Fund (SMSF) checklist – key considerations and requirements

5 February

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]

7 Smart tax tips for busy professionals (and why a trusted accountant is your secret weapon)

29 January

For busy professionals, tax is rarely the top priority—until the deadline looms, the stress kicks in, and you’re scrambling through emails, receipts, and bank statements, wondering if you’ve missed something important. Between long work hours,...[Read More]

Global body urges treasurer to spend less, reform taxes

29 January

An influential global body has welcomed Labor’s move to reduce superannuation tax concessions and rein in spending but wants more reforms as long-term pressures weigh on the budget. The Organisation for Economic Co-operation and Development’s...[Read More]

Confident about retirement? It depends on your gender

22 January

There is a sharp divide in men’s and women’s confidence in their lives after work, with women significantly more worried and less likely to seek help. Nearly three in every four Australian women are worried about having enough superannuation to...[Read More]

Superannuation may initially seem like a distant concern, but early engagement and strategic planning can transform it into a critical asset for future

15 January

Being young comes with a whirlwind of experiences and financial priorities, often pushing thoughts about retirement and superannuation to the back burner. Initially, for many young individuals, superannuation feels like a distant concern,...[Read More]

Key differences between self-managed super funds (SMSF) and conventional super

8 January

Superannuation is an essential part of planning for retirement in Australia. For most people, it quietly grows in the background through employer contributions and investment earnings. But did you know there’s more than one way to manage your...[Read More]

Educating investors: Building the foundations for long-term generational wealth

1 January

Investing can feel intimidating for many people, particularly those just starting out. Markets fluctuate, headlines create fear, and misinformation is everywhere. Yet at its core, successful investing is not about chasing hot tips or timing the...[Read More]

Retirement isn’t an age — it’s a financial position

1 January

For decades, retirement has been framed as a milestone tied to age. Sixty-seven has become a default finish line — the point at which work stops and “retirement” begins. But this traditional view no longer reflects reality. Retirement is not...[Read More]

Determining your attitude towards investment risk – and why financial advice matters

25 December

When it comes to investing, one of the most important – and often overlooked – factors is your attitude towards risk. Investment risk is not just about market volatility or potential losses; it’s about how you react when markets rise and...[Read More]

The one tweak that could grow your super by $200,000