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  • Q&A: Do I have to take my SMSF pension as regular payments?

    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&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%)

    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%)

    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.

    This is a premium article, requiring a subscription or purchase to access fully.
  • Super fund rankings: Growth category (61–80%)

    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%)

    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.

    This is a premium article, requiring a subscription or purchase to access fully.
  • Super fund rankings: All Growth category (96–100%)

    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.

    This is a premium article, requiring a subscription or purchase to access fully.
  • Pension fund rankings: Conservative category (21–40%)

    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%)

    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%)

    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%)

    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.

    This is a premium article, requiring a subscription or purchase to access fully.
  • Pension fund rankings: All Growth category (96–100%)

    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.

    This is a premium article, requiring a subscription or purchase to access fully.
  • Super news for May 2025

    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

    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.

  • How to take advantage of the increased Transfer Balance Cap

    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!

  • What’s the Carer Payment and am I eligible?

    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.

  • Q&A: Can non-concessional contributions be made if the Transfer Balance Cap has been reached?

    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?

    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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