Posts
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Q&A: Do I have to take my SMSF pension as regular payments?
My accountant says I should take it as a regular payment spread out over the financial year because the ATO prefers this.
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Q&A: Does the frequency of my employer contributions affect my portfolio growth?
Q: Does my employer only have to pay across the super fund contributions in quarterly intervals, as this impacts on the amount invested and growth of my portfolio?
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Super fund rankings: Conservative category (21–40%)
On this page you can find the quartile performance and quartile rankings for super funds in the Conservative category for the period to 31 March 2025.
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Super fund rankings: Balanced category (41–60%)
On this page you can find the quartile performance and quartile rankings for super funds in the Balanced category for the period to 31 March 2025.
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Super fund rankings: Growth category (61–80%)
On this page you can find the quartile performance and quartile rankings for super funds in the Growth category for the period to 31 March 2025.
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Super fund rankings: High Growth category (81–95%)
On this page you can find the quartile performance and quartile rankings for super funds in the High Growth category for the period to March 2025.
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Super fund rankings: All Growth category (96–100%)
On this page you can find the quartile performance and quartile rankings for super funds in the All Growth category for the period to 31 March 2025.
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Pension fund rankings: Conservative category (21–40%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Conservative category for the period to 31 March 2025.
This is a premium article, requiring a subscription or purchase to access fully. -
Pension fund rankings: Balanced category (41–60%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Balanced category for the period to 31 March 2025.
This is a premium article, requiring a subscription or purchase to access fully. -
Pension fund rankings: Growth category (61–80%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Growth category for the period to 31 March 2025.
This is a premium article, requiring a subscription or purchase to access fully. -
Pension fund rankings: High Growth category (81–95%)
On this page you can find the quartile performance and quartile rankings for pension funds in the High Growth category for the period to 31 March 2025.
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Pension fund rankings: All Growth category (96–100%)
On this page you can find the quartile performance and quartile rankings for pension funds in the All Growth category for the period to 31 March 2025.
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Super news for May 2025
Labor’s super to-do list, Financial advisers urge further reforms, In-house SMSF auditors warned, Transfer balance cap to rise, Future Fund performance.
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Super housekeeping tips for EOFY
The end of the financial year is a good time to get your super house in order. Check our tips to make the most of your opportunities.
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How to take advantage of the increased Transfer Balance Cap
An increased Transfer Balance Cap creates opportunities to transfer more into the tax-free retirement phase and contribute more to super but beware the fine print!
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What’s the Carer Payment and am I eligible?
If you care for an ill or disabled person full time, you may be eligible for regular income support payments.
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Q&A: Can non-concessional contributions be made if the Transfer Balance Cap has been reached?
If you have previously reached your full transfer balance cap, but now you are well below the $1.9 million cap, can you undertake the bring forward rule and make a non-concessional contribution of $360,000?
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Case study: When can I afford to retire?
It’s a common question, and in this case study we follow one couple as they calculate the financial impact of retiring early or delaying by a few years.
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