Home is where the super is for many Australians

More Australians are upsizing their super by downsizing their home.

TBC increase not just about pensions

An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer balance cap will have implications for other elements of the superannuation system as well that are unrelated to income streams.

SAR non-lodgment continues to be a concern: ATO

The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the deputy commissioner for superannuation has said.

Investment and economic outlook, February 2025

The latest forecasts for investment returns and region-by-region economic outlook.

Up to 700k retirees could be paying more tax than they should: SMC

Lack of proper financial advice is costing hundreds of thousands of retirees in unnecessary taxes, the Super Members Council has said.

Division 296 deliberately deceptive

A senior financial services industry executive has labelled the Division 296 tax as political deception, seeing there has been no honest indication of who the impost will really affect.

Carer rights – interdependency relationships

The stringent rules applied to the definition of interdependency have again been highlighted in a recent private binding ruling.

Five financial steps for the new year

The start of 2025 is a good opportunity to take decisive financial steps.

Australia’s economic growth set to recover in 2025

GDP growth is set to gain momentum despite sticky inflation and high interest rates.

How to shift into pension mode

When and how you can access your super to start an account-based pension.