What super fund members should know when comparing returns

Why you need to compare apples with apples on super fund performances and fees.

It’s never too early to start talking about aged care with clients

Financial planning professionals should be having conversations with their clients as soon as possible about their aged care needs, says a specialist adviser.

Capacity doubts now more common

The partner of a legal firm specialising in superannuation has revealed the concept of SMSF member mental capacity is becoming more prevalent in estate planning challenges, prompting the need for practitioners to amend their procedures regarding all fund actions.

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SMSF assets reach record levels amid share market rally

How SMSF trustees are investing their retirement savings.

How to get into the retirement comfort zone

A third of Australians retire without a plan. Here's why you should have one.

Many Australians have a fear of running out

Longevity risk is a growing concern for many working Australians as well as retirees.

Income-free areas set to increase from 1 July

People nearing retirement often want to know how much they can earn before it affects their pension, and now there is a bit of good news on the horizon for SMSF members who receive the Age Pension.

LRBA interest rates increase for 2025

The safe harbour interest rate for related party limited recourse borrowing has changed for 2025.

Compliance focus impacts wind-ups

The ATO’s strategic increased focus on compliance is having a noticeable effect on the sector and is now the most common reason why many SMSF trustees have closed their funds, the latest Investment Trends research has shown.