Comparing super funds: know where and how your money is invested

March 2019

Administration fees, adviser fees, platform fees, foreign exchange spreads, tax and insurance costs are part of the myriad of factors that need to be considered when comparing the performance of superannuation funds.

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Downsize your home and contribute to super

March 2019

Individuals can now make an after-tax contribution to their super of up to $300,000, using the proceeds from the sale of their main residence.

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Need to access super on compassionate grounds?

June 2018

Accessing your superannuation benefits can sometimes be a difficult thing to achieve. Usually members must wait until they reach their preservation age, retire or turn 65.

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Baggage. Tickets. Passport. SMSF?

August 2016

When planning an extended overseas trip, generally the last thing on anyone's mind is their SMSF. However, it is something that you need to consider.

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Is Self Managed Superannuation Right For You?

June 2016

More and more Australians are turning to Self-Managed Superannuation Funds as a means of reaching their retirement goals. The proof is in the statistics.

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Personal Shares In Super - Can It Be Done?

March 2016

Clients with a Self Managed Super Fund (SMSF) often hold shares in their own name outside the fund. But would you be better off if they were inside your fund?

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Why SMSF Estate Planning Is A Fact Of Life

February 2016

We first posted this item in November 2013. However, it's well worth revisiting because the issue is still very real and relevant.

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Where Will Your Super Go When You're Gone?

December 2015

While we might prefer not to think about our death, most of us want to be sure that when the time comes, we have ome control over who gets what.

But here's the twist; like so many things in life, it all comes down to the paperwork.

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Change Is Imminent - Are You Super Ready?

October 2015

There's been a lot of public discussion about superannuation recently. While the overall efficiency of the current superannuation system is a key talking point, the broader conversation is a national policy debate about the long-term future of superannuation and the age pension system. 

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