Posts
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Tax-saving strategies only available to SMSFs
All super funds pay the same tax rate, but there are differences in the ability of SMSFs and large super funds to manage their tax liabilities for the benefit of members.
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How lump sums can reduce your transfer balance account
If you are considering taking more than the minimum amount from your super pension account, the way you do it counts.
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Employee super contributions for the self-employed and micro businesses
If you’re self-employed it’s easy to forget super, but making contributions for your retirement and into the super account of any staff you have is essential.
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Converting super into retirement income: What are your options?Â
Choosing the best combination of retirement income sources for your circumstance can make a big difference to your overall retirement income.
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How much super do I need to retire on $50,000 a year?
Once you know how much retirement income you are aiming for, we show you how to calculate the amount of super you will need to fund it.
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How much super do I need to retire on $80,000 a year?
Once you know how much retirement income you are aiming for, we show you how to calculate the amount of super you will need to fund it.
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How much super do I need to retire on $100,000 a year?
Once you know how much retirement income you are aiming for, we show you how to calculate the amount of super you will need to fund it.
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Is $2 million in super enough to retire on?
If you’re aiming for a retirement lifestyle that some would consider luxurious, you may have wondered whether $2 million in super at retirement will hit the mark.
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Case study: Combining downsizer and non-concessional contributions
People wanting to give their super a substantial boost later in life can get more bang for their buck by combining these two popular strategies.
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What happens when you meet a financial adviser
Before you select a financial adviser, it’s important to understand what you want to achieve and how to prepare for your first meeting.
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Commuting an SMSF account-based pension
If you want to commute (roll back) some or part of a super pension, or combine multiple pensions, you need to follow strict rules.
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What SMSF trustees need to know about exempt current pension income (ECPI)
Understanding the rules around ECPI can help reduce tax and save costs when fund members move into retirement phase.
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Q&A: What is the process for contributions reserving?
Q: I would like to use the contributions reserving strategy this year to offset my vast capital gains tax. I understand the strategy, but would you be able to confirm the process?
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Q&A: Can I make super contributions after commencing a pension?
Q: I’m 70 years of age, retired and currently receiving a pension from my self-managed super fund. I would like to add additional money, non-concessional, to my superannuation. Am I able to do it? And what are the steps to carry out this task?
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Pension fund performance: Monthly returns to May 2025
Pension funds are closing in on a stellar return of around 10% in the 2025 financial year, after a strong market rebound in May.
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Super fund performance reckoner: Monthly returns for 5 investment categories
In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016.
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Super fund performance: Monthly returns to May 2025
After a nail-biting start to the year, super funds are on track for another cracking return of about 9% for the 2025 financial year, after the median Growth fund was up 2.7% in May and markets continuing to rise in June.
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Super news for June 2025
Super funds urged to improve cyber controls, AMP’s new lifetime income product, Industry opposition to Labor’s Div 296 tax increase.
