Articles &amp; insights

Private Ruling Clarifies Superannuation Withdrawal Status Upon Member's Passing

A recent private binding ruling clarified the status of a lump sum withdrawal requested by a superannuation member shortly before their passing. The ruling highlighted th…

SMSF Members Urged to Understand Superannuation Access Rules

Understanding superannuation access rules is crucial for SMSF members navigating retirement to prevent illegal access to their retirement funds. Failure to meet the condi…

Longevity Trends Transform Retirement Planning Strategies for Future Security

Life expectancy is on the rise, with predictions that by 2050, it could reach 90 years. This longevity, coupled with improved health in older age, has significant implica…

Simpler Super: Experts Propose Reforms to Ease Retirement Planning

In a recent podcast, Brendan Coates and Joey Moloney from Grattan Institute delve into the complexities of retirement planning in Australia. Their report, "Simpler super,…

ATO Warns Dental Practitioners: Super Claims Must Meet Criteria

Australian Taxation Office (ATO) has raised concerns over the increasing number of superannuation claims for dental procedures that do not meet eligibility requirements. …

Government Introduces Stricter Standards for Superannuation Member Services

The Australian government has initiated a crackdown on subpar member services in the superannuation sector, particularly focusing on delays in processing death benefits a…

NSW Small Businesses Brace for Regulatory Changes in 2025

In the latest update from the Commission in July 2025, significant changes impacting small businesses in NSW have been announced. One key update involves an 8% increase i…

Farmers Fear Superannuation Reforms Threaten Family Legacy

In the serene countryside, a father and son, Murray and Tom Norman, start their day tending to their sheep on the family farm, Glenmore. The Normans, with a rich history …

Albanese Government Plans Super Tax Changes Impacting Wealthy Account Holders

Following the re-election of the Albanese government, attention has turned to the planned changes in superannuation taxation. Labor's victory signifies a probable enactme…

1 Oct 2025

Superannuation Integrity at Risk: Delayed Legislation Sparks Industry Concern

The integrity of the superannuation system is under threat due to delayed legislation, causing concern among industry experts and stakeholders. Mark Ellem, head of educat…

1 Oct 2025

Victoria's Superannuation Bill Overhauls Emergency Services Scheme

Victoria's Legislative Assembly recently deliberated on the Superannuation Legislation Amendment Bill 2025, targeting the Emergency Services Superannuation Scheme (ESSS) …

1 Oct 2025

Debate Stirs Over Mandatory Retirement Annuities in Superannuation Policy

As the Federal Election looms, a new superannuation policy proposal is stirring up debates across the industry. A draft discussion paper from the government hints at a fu…