New year, new superannuation changes With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings. Let’s unpack these superannuation changes and how you can make the most of them. The super...
Boosting your super before 30 June More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s MoneySmart website. While most financial goals focus on saving money and paying down debt, the months leading up to 30 June present an...
Thinking about an SMSF? Here’s what you need to know Some investors find it satisfying to take a do-it-yourself approach to retirement savings by managing their own self-managed superannuation fund (SMSF) and taking responsibility for its growth. While an SMSF gives...
SMSFs – Keeping it in the family Self-managed super funds (SMSFs) can offer their members many benefits, but one that’s often overlooked is their potential as a multigenerational wealth creation and transfer vehicle. Family SMSFs are relatively rare. According...
Preparing your SMSF for the future What happens to a Self-Managed Super Fund (SMSF) when a trustee dies or becomes mentally impaired? While these are circumstances that many of us would rather not think about, spending some time planning now could make a significant...
Understanding SMSF loans Loaning money from an SMSF to fund members or relatives is against the super laws and can result in large fines for trustees, so it’s important to know the rules and not use SMSF savings for anything other than retirement purposes. New ATO...
