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The keys to high retirement confidence
Are you retirement ready? Our inaugural How Australia Retires study has uncovered some common themes that make Australians highly confident about their retirement.
Summary of Superannuation Issues and Recent Changes
Recent Issues and changes that could effect you
The strong link between advice and retirement confidence
Seeking professional advice could lead to greater confidence in being financially prepared for retirement.
Banking on the Age Pension
The ranks of Australians receiving the Age Pension are increasing. It’s important to understand who is eligible and its role in retirement planning.
Inflation drives the cost of retirement to a record high
Self-funded retirees are the hardest hit by the increasing rise in inflation and cost-of-living according to the latest research from Association of Super Funds Australia.
Overview of the Federal Budget 2023 – 24
The following are all the links to the federal government's description of its 2023 Budget. At the bottom are the Budget Documents for those that love to get into the fine detail of a Budget.
2023 Federal Budget: Stronger foundations for a better future
‘Seeing our people through the hard times – and setting our country up for a better future’ “While Australia may have a lot coming at us – we have a lot going for us too” – Dr Jim Chalmers, 2023-2024 Federal Budget Speech.
The importance of SMSF succession planning
Preparing for loss of capacity or death is vital for SMSF members. It's important to ensure your trust deed is watertight.
ATO warns of rise in SMSF identity fraud and investment scams
The ATO has warned SMSF members to be aware of identity fraud and investment scams.