Super news for October 2023
The Federal Government has opened consultation on payday super and introduced draft legislation for its new super tax.
Articles by Penny Pryor
What retirees need to understand about property insurance
An increased risk of bushfires this summer means you need to make sure you have enough insurance in place to cover any losses.
Super news for September 2023
AustralianSuper fails multiple account holders, Draft super objective, ART begins CEO search, Experience counts for advisers, Tax trap for super switchers, Retirement outcomes in ASIC’s sights.
Super news for August 2023
Super complaints rise, Using super for aged care, SMSF penalties increase, ASIC sues Dixon Advisory, alleges greenwashing at Vanguard and Active Super, Aware Super offers term deposits, Funds urged to improve retirement offerings.
Super news for July 2023
Super fund trustees falling short, SG rate poorly understood, Calls to close the super gender gap, Compensation Scheme of Last Resort launches, Scammers on notice, OnePath penalty, APRA told to lift its game.
SMSFs: How to start a pension
Starting a pension from your SMSF involves some paperwork, but it’s not too onerous if you follow these guidelines. Â
Commuting an SMSF account-based pension
Stopping part or all of a pension can be a useful strategy for SMSFs in certain situations. We explain how and why.
Five common financial mistakes SMSF trustees make just before retirement
There’s a lot to think about when you’re on the threshold of retirement, so it’s not surprising that mistakes are made and opportunities overlooked. Here’s what to watch out for.
SMSF annual admin checklist
Use this handy printable checklist to make sure you’re on top of your SMSF admin requirements.
Starting an SMSF pension checklist
Running your own super fund offers greater control and flexibility when it comes to paying pensions, but there are still regulatory hoops to jump through.
Hitting your peak later in life (and planning for the lows)
Some things get better with age and some things, unfortunately, don’t. Putting in place a plan to deal with cognitive decline early on, can help with better wellbeing throughout your retirement.
Super news for June 2023
Retiree living costs outpace inflation, Spaceship Super stop order, Time to check your super, Roadmap for financial advice reforms, AustralianSuper cuts insurance costs, ETFs booming.
Super news for May 2023
Men hit hardest by super tax changes, Payday super benefits,
SMSFs performing well, Greenwashing under scrutiny, Rise of unlisted assets
Super news for April 2023
Super performance test to be fine-tuned; Retirees withdrawing too little income; billions in unclaimed super.
Super news for March 2023
Mixed response to super tax hike, Call to close gender super gap, Super consumer protections beefed up, ASIC clamps down on greenwashing, Latest SMSF statistics.
SMSF investment strategy health checklist
If you haven’t looked at your investment strategy in a while it’s probably time for a check-up because slip-ups can be costly.
Which asset classes are popular with SMSFs?
Listed Australian shares continue to be the most popular asset class for SMSF trustees but other assets are gaining ground.
Super news for February 2023
Legislating the objective of super, Quality of Advice report released, TBC to increase to $1.9 million, government urged to improve gender equity in super, ART and AV Super merger talks.
