Articles &amp; insights

Mastering Superannuation Rules for Retirement Success in Your 60s

Understanding superannuation rules is crucial as you approach your 60s. These rules dictate how much you can contribute, when you can access your funds, and the tax impli…

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…

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…

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…

Maximize Superannuation Funds: Essential End-of-Year Checklist

As the financial year draws to a close, it's time to get your superannuation funds in order and maximize available strategies. Here's a checklist of essential tasks to ad…

Maximize Super Contributions with Strategic Planning Before June 30

As June 30 approaches, it's crucial to review your superannuation contributions to maximize available caps and benefits. Contribution caps are generally "use it or lose i…

CPA Australia Advises Workers on Superannuation Guarantee Increase Impact

As the superannuation guarantee (SG) increase approaches on July 1, CPA Australia is advising workers to assess how this change will affect their finances and retirement …

ASIC Accuses Mercer Super of Breach Reporting Failures

ASIC has taken legal action against Mercer Super, accusing the fund of failing to comply with reporting obligations. The regulator alleges that Mercer Super did not promp…

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…

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 …

ASIC Raises Alarms Over Shield and First Guardian Funds

ASIC has highlighted significant concerns about the Shield and First Guardian master funds, indicating that platforms hosting these funds should have declined due to vari…

Netwealth and Hub24 Ride SMSF Surge in ASX 200

Investors seeking alternative options in the ASX 200 financials sector are turning their attention to self-managed super funds (SMSFs), which are experiencing significant…