The Challenges of Retirement In Australia Researchers found that the average Australian is planning to retire at the age of 65 and it is expected that over...

What can I do with super in retirement?  The superannuation system in Australia consists of two phases: Accumulation phase, where super contributions are...

APRA Super funds performance test – who passed and who failed in 2023 From 1st July 2021 APRA (The Australian Prudential Regulation Authority) started “the...

Income required for a comfortable lifestyle in retirementA year ago, I wrote an article “What income do I need in retirement” and many people read it, so...

Super changes from 1st July 2023From 1st July 2023 there have been number of changes introduced to our superannuation system so today we will review some of...

Super funds advertise superannuation consolidation as a highly recommended strategy as you can save on ongoing fees. And sometimes it is correct, however often there are reasons why I would recommend more than one super account, and in most cases, this is for estate planning or tax reasons.

Budget 2023-24: What’s in it for youPlease remember however that some of the initiatives are still in a proposal stage and need to be approved by the...

Should I pay extra to my mortgage or contribute to superWe all have different lives, different goals and aspiration, different plans and different things...

Top 5 Super Growth Strategies for Approaching Retirement As you near retirement, it’s important to have a solid financial plan in place to ensure a...

Your Future Your Super – total fiascoToday I want to go back to the issue of Your Future, Your Super, and specifically concentrate on Performance test. If you...

Superannuation preservation age and preservation rulesFor years we work hard knowing that the day we retire, there is a great pool of funds that will become...

Tax refund to your super – Are you eligible?Sometimes superannuation can be confusing, especially when it comes to the tax part of the superannuation system....