Posts
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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.
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How to find a super financial adviser
There are times in life when the right financial advice could prove invaluable, but it’s important to know what you are looking for and where to find it. Here’s how.
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Aged care reforms: Changes to services, increased costs
The cost of in home and residential aged care is set to rise under sweeping reforms, but the start date has been pushed back to give the sector more time to adjust.
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Case studies: Super death benefit nominations
It may seem like a simple matter to leave your super to your loved ones when you die, but choosing the wrong type of nomination can have costly unintended consequences.
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Age Pension calculator (July 2025 update)
Our Age Pension calculator gives you an estimate of your potential Age Pension entitlements based on your situation, assets and income.
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Am I eligible for the Age Pension?
A common question for Australians planning their retirement is if, and when, they will be eligible for the Age Pension.
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Age Pension rates (March 2025 to September 2025)
Age Pension rates increased on 20 March 2025. This article also explains how the Age Pension works, and includes the latest Age Pension rates for residents, non-residents, and the transitional Age Pension.
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Age Pension assets test rules (from July 2025)
This article details the rules and limits of the Age Pension assets test (how much your savings and other assets are worth), which is one half of the means test (along with the income test) that determines how much Age Pension you could be eligible for.
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Age Pension income test rules (from July 2025)
A common question for those nearing or in retirement is “How much can a pensioner earn before it affects the pension?”.
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Q&A: Does my super fund need to disclose all it’s investments?
Q: Aware Super Fund told me that they do not disclose the products the super is invested in nor the quantity of units, but I have been told that this is incorrect and that they should disclose all these investment company names and the number of units that I hold in them?
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Age Pension Work Bonus: How it works and case studies
Age Pensioners may be surprised how much they can work and earn additional income without impacting their pension.
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My retirement planning diary (Part 3): How much am I likely to spend in retirement?
It’s easy to obsess about your super balance in the run-up to retirement, but how much you have is meaningless unless you know what you need.
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SMSF investors: How to avoid getting scammed
Scammers are constantly finding new ways to part people with their money, so make sure you know what to watch out for.
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How to avoid getting caught in the in-house asset trap
Falling foul of the in-house asset rules can be a costly mistake for SMSFs and continues to be a tricky area for trustees.
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Can my SMSF loan money to me or my business?
Loans made by your SMSF are the exception, not the rule, and getting it wrong can be costly.
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Q&A: What account authority should my accountant have?
My accountant, the SMSF administrator, has requested full third-party authority for our fund account. Is this common practice?
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How to boost your SMSF’s immunity to cybersecurity threats
As our super system and member balances grow, the cyber crooks targeting them are becoming more sophisticated. Forewarned is forearmed.
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Election outcomes for your SMSF
Now that the 2025 election is decided, which super policies will be enacted and what is now off the table as a result?
