Blog

We're deep diving into Downsizer Contributions to superannuation. If you own your own home, and need a neat way to bring your retirement balance closer to your goal, this may be a great way of doing it.

Work test rules for thos aged between 67 and 75 have been eased and the Preservation Age increased to better align tax regimes and make it easier to reach goals.

It is topical to discuss the upcoming election cycle, and what's going to matter to politician and members alike. With superannuation, advice fees and taxes on unrealised gains on the agenda, there's sure to be some hot discussions and possibly tempers as well.

Key differences between Self Managed Super Funds (SMSFs), and APRA super funds (industry, govt, pvt). There are many advantages and disadvantages to running your own show, and we also delve into "wrap accounts", a handy way to sit between a self managed option and a fully regulated fund.

Help all of us get up to speed on Pension Income Tests and the Work Bonus. The new Work Bonus also provides a great incentive for those who have reached retirement, yet still wish to work.