Mark, 65, and Sophie, 63, are both looking forward to retiring in two years. Mark, a long-time chef, and Sophie, a retail assistant, realise that their super balances are modest, reflecting part-time shifts, casual work...
Superannuation Articles
Turning 60: Is it time to rethink your super?
This birthday changes more than just your age. It could change your future. There’s something quietly powerful about turning 60. It might not mean retiring just yet, but it often marks a shift in how you think about your money, your lifestyle, and your...
My Super’s in a conservative fund: That’s safer, isn’t it?
Why playing it too safe could cost you more than you think It’s easy to assume that a conservative investment option is the safest way to protect your super. After all, the word conservative suggests caution, stability and low risk which is especially...
Is your super really safe?
How can you tell? Is your super safe from high profile collapses? There are three simple words which are guaranteed to unsettle almost any retiree: SUPER FUNDS COLLAPSE. Such failures are very topical right now, in the wake of the recent collapses of...
Consolidating your super: All you need to know
Whether you’re approaching retirement or already there, consolidating your super can be one of the simplest and most powerful steps to strengthen your financial position. But surprisingly, many Australians either delay it or aren’t sure where to begin. Why...
How does your super compare?
Better than you thought? The Australian Tax Office (ATO) quietly released some statistics end June. I say quietly because this data is really interesting. And useful for individual retirees keen to understand their overall financial standing. The data is...
Surprising annual super returns
How did your savings perform? In news just in, Australian super funds have had a third strong year with double digit returns. The financial year-on-year returns were published by superannuation research house SuperRatings late last week. SuperRatings...
Meeting super withdrawals before 30 June
As the end of the financial year approaches, it’s a timely reminder for anyone drawing an income from an Account-Based Pension (ABP) to double-check they’ve met their minimum annual withdrawal requirement. ABPs are a key tool for providing tax-effective...
Superannuation rules change 1 July 2025
What’s the fuss? There has been a huge amount of coverage – as well as some scams – on what might happen on 1 July. Today we update you on the facts so you can better understand if super changes are relevant and if, therefore, some action will be required....