Money
Super & retirement
Opinion
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How to navigate super traps after partner’s death
Superannuation fund rules usually allow for a benefit to be taken partly as a lump sum and partly as a pension.
- by Noel Whittaker
Latest
Opinion
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Search for a charity to leave lasting legacy
Good Shepherd offers zero-interest loans as part of its services across Australia and New Zealand.
- by George Cochrane
Analysis
Super wars
What super funds say about retirement planning shake-up
By 2060, the average super fund balance at retirement is expected to more than double to $450,000. Retirees need to plan for how to manage it when they stop work.
- by Charlotte Grieve
Opinion
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Gifting rules and their impact on the age pension
A gift to a family member can result in a significant loss of the age pension over multiple years.
- by Noel Whittaker
Opinion
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Various ways to claim a franking credits refund
You can fill out a form and mail it to the Australian Taxation Office, phone them and supply the details, or send them in via your MyGov account.
- by George Cochrane
Opinion
Shopping
Picking the eyes out of supermarket specials
Coles and Woolworths compete mostly on the brand names people love. Aldi competes on price first, and its specials tend to be quirky, such as the “special buys” made famous by it middle-aisle deals.
- by Joel Gibson
Opinion
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How to trim asset values to maximise the age pension
The value of your furniture and fittings, renovations, superannuation and gifts can all impact the amount you receive in age pension.
- by Noel Whittaker
Opinion
Superannuation
Aussies left in the dark on what’s really inside their super
Australia has the worst disclosure regime of 26 countries surveyed by Morningstar in its annual Global Investor Experience Study.
- by Jessica Irvine
Opinion
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Buying an investment property in a boom can be risky
Pilbara median house prices fell more than 80 per cent after the mining boom soured a decade ago.
- by George Cochrane
Opinion
Superannuation
Strong super funds make bid to snare mass defections
As the $3.3 trillion superannuation sector weans itself off the default system, expect to see more advertising as funds heavily compete for new members.
- by Charlotte Grieve
Opinion
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Super a great way to invest as you near retirement
It makes good sense for someone aged 50 or more to pour money into superannuation, to make sure they retire with no mortgage.
- by Noel Whittaker