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What’s your super strategy? Creating a strong super strategy is crucial to setting yourself up for success later in life. Starting now and making small changes to how you approach your super savings can make all the difference to ensuring you have a secure and comfortable retirement. A proactive and well-planned super strategy helps you...Read More

If you’ve ever had a job in Australia, even short-term, your employer probably paid money into a super fund for you. This money is yours – even if you’ve moved, changed names, stopped using your old phone or email, or never signed up for an account. To find out how much you have you can:...Read More

If you’re lodging your self-managed super fund annual return for the first time learn about your lodgment obligations. If you have a new self-managed super fund (SMSF) you must lodge your SMSF annual return (SAR) by 31 October 2025. Contact us as soon as possible if you need help preparing your SMSF annual return. This...Read More

About SMSF investment restrictions SMSFs are complex, here we have outlined some of the restrictions to help you before you make any decisions on self-managed super fund (SMSF) investment. You must ensure you understand any restrictions on SMSF investments to avoid any penalties. There are some exceptions, however, generally your SMSF must not: lend or...Read More

Millions of Australians hold multiple super accounts — and it could be costing them Vanguard’s late founder, John C. Bogle, was known for championing the importance of reducing investment costs. It’s a principle that’s especially important for long-term investments like superannuation. For Australians, a common scenario is having multiple superannuation accounts, which can lead to...Read More

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 what’s changing – and how to make the most of it. The SG rate hits 12% One obvious lift to retirement incomes is the increase in the Super Guarantee (SG) rate...Read More

How much tax you pay on your super contributions and withdrawals depends on: your total super amount your age the type of contribution or withdrawal you make If you inherit someone’s super after they die, the person’s super fund pays you a super death benefit. You may have to pay tax on some of this...Read More

Do you have a plan for who will receive your super if something happens to you? For many Australians, superannuation is their greatest asset outside the family home. But do you have a plan for who will receive your super if something happens to you? The laws around super death benefits are complex, with strict...Read More

You work hard to build your superannuation. It’s an income source in retirement, there to help fund the life you and your family want to live when you stop working. You need to tell your super fund who should receive your super and any life insurance when you die. Without it, your fund may decide...Read More

The super changes coming into effect in the 2025-26 financial year Australian superannuation laws are set to change once again in the 2025-26 financial year as the nation’s fast-growing retirement savings system continues to evolve. Below is a summary of the changes that will come into effect from 1 July, 2025, as well as looming...Read More