Search: Financial Planning
Explore superannuation and retirement ideas. When you’re ready, turn your questions into a conversation.
97 articles · Page 1 of 9
New Superannuation Rules Empower Retirees for Enhanced Savings
Superannuation rules can often be complex and subject to change, leading to confusion and frustration among fund members. However, some alterations can present new opport…
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Retirees Embrace Downsizing Trend for Financial Benefits and Comfort
Retirees across Australia are increasingly embracing the concept of downsizing, a trend that has gained momentum in recent years. The federal government's initiatives aim…
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Maximize Super Contributions with Spouse Offset and Co-contribution Strategies
A superannuation specialist emphasized the importance of documenting spouse contributions correctly to activate eligibility for offsets in self-managed super funds. Jason…
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Financial Adviser Misconduct Exposes Retirement Savings Peril
Peter, a veteran in the mining industry, had hoped to retire comfortably after over two decades of hard work. However, his dreams were shattered when his financial advise…
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Financial Adviser Reprimanded for Neglecting Client's Past Advice
A financial adviser recently faced a reprimand from the Financial Services and Credit Panel (FSCP) concerning superannuation advice, as reported by Money Management. The …
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Payday Super Laws to Bolster Retirement Savings for Australian Workers
Payday super laws are set to revolutionize retirement savings as they mandate employers to pay superannuation along with wages. The move comes in response to the alarming…
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Australia's Superannuation System Enhances Retirement Savings with Rate Increase
Australia's superannuation system is evolving with the final planned increase in the super guarantee rate from 11.5% to 12%. This adjustment signifies a crucial step in e…
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Preservation Age in Australia: Retirement Flexibility and Financial Planning
Australians can access their superannuation at the age of 60 if they have stopped working, or at 65 if they are still employed. This age, known as the preservation age, m…
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Downsizer Contributions Boost Retirement Savings, Women Lead Participation Trend
Downsizer contributions into superannuation have shown consistency with around 16,000 individuals contributing over $4 billion collectively in the 2024/25 financial year.…
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Super Funds Charging Fees to Deceased Members: ASIC Report
Some super funds have been found to charge fees to deceased members, according to a report by the Australian Securities and Investments Commission (ASIC). The report, kno…
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APRA's Superannuation Fund Performance Test Reveals Positive Trends
APRA recently released the results of its annual superannuation fund performance test, revealing a positive outcome for most products. The test evaluates the performance …
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Market Turmoil Raises Concerns for Australian Superannuation Stability
As markets plummet, the reverberations are felt across Australia's superannuation landscape. With retirement savings intertwined with market performance, the recent downt…
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