Money
Super & retirement
Opinion
SMSFs
New data shows true cost of running your own super fund
The Australian Taxation Office (ATO) has published more granular data that break down fund expenses, so better comparisons can be made with APRA-regulated funds.
- by John Maroney
Latest
Opinion
Superannuation
How to choose a truly ethical super fund
There is no substitute for having a close look at a fund’s investment portfolio before deciding if it is acting ethically.
- by Daniel Herborn
Dividends
Infrastructure a shining light in chase for yield
Investors need to consider what is more important – getting a decent income flow from their investments or absolute stability in the capital value of those investments.
- by John Collett
Opinion
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Clarifying 'bring-forward' rules in superannuation
Under recent changes to the rules, a super fund can continue to accept contributions until a member turns 67 without them having to meet the work test.
- by George Cochrane
Opinion
Aged care
Aged care reform proposals are in: now for the hard part
While the Royal Commission into Aged Care Quality and Safety's recommendations set out the “what” to do, it is now up to the commission's final report to work out the "how".
- by Rachel Lane
Opinion
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What happens when you appoint a solicitor as executor of your Will
Many people only act as an executor once in their lifetime. It can be a complex process and is often best given to an experienced person.
- by Noel Whittaker
Opinion
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Complex granny flat plan has its drawbacks
If you build a property in someone else’s name, Centrelink would deem it to be gifting in excess of the limits and would count the gift for five years.
- by George Cochrane
Superannuation
Super funds still frozen out of ATO data-matching
Hurdles requiring super funds to perform security technology upgrades before being able to reunite people with their lost super are yet to be met by the vast majority of funds.
- by Nina Hendy
Opinion
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Concession, please! Make sense of personal super contributions
Running your own self-managed super fund requires good knowledge of how super law works.
- by Noel Whittaker
Opinion
Superannuation
How much super do you really need to retire?
Both genders typically fall short of the target for a "comfortable" retirement. You need to top up your super above compulsory contributions to go the distance.
- by Nicole Pedersen-McKinnon
Opinion
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Bank dividend cuts take big bite out of retirement incomes
Big-four banks have not made any announcements regarding this year’s dividends but their outlook in a post-coronavirus world remains uncertain.
- by George Cochrane