Retirement withdrawal – lump sum or income stream

7 November

The difference between a lump sum withdrawal of super and a retirement income stream, and the tax consequences.   Choose a lump sum or income stream When you meet the retirement condition of release, you can usually choose to withdraw your...[Read More]

Payday superannuation

24 October

From 1 July 2026, employers will be required to pay their employees’ super at the same time as their salary and wages. On 2 May 2023 the Australian Government announced that from 1 July 2026, employers will be required to pay their...[Read More]

Super and planning for retirement

17 October

Find out what to consider with your super when planning your retirement.   Check your super When you start to plan for retirement, you’ll need to check your super: where it is how much you have whether you have lost or unclaimed...[Read More]

Slow progress on unpaid super sparks calls for action

29 August

Australian workers are still missing out on billions in unpaid super each year, with the average affected worker left $30,000 worse off at retirement. Affecting nearly one in four workers – particularly younger people, women in low-paid...[Read More]

Coalition smacked over ‘not-so-super’ home-buyer plan

31 July

Letting first-time buyers dip into their retirement savings for a housing deposit would push up house prices and, by extension, rents, new super industry analysis shows. Renters could end up paying $57 more a week in today’s dollars were dwelling...[Read More]

Simple checks for super success

20 June

Complete these checks to help meet your super obligations. Meeting your super obligations as an employer is important, but we know there’s a lot you need to think about. To help streamline the process, complete these simple checks for...[Read More]

What is a Financial Advice Plan and how can it help me?

2 May

A financial advice plan, or Statement of Advice (SOA), is a detailed document that sets out the financial advice given to a consumer by their licensed financial planner or adviser.  The planner or adviser may be a physical person who provides...[Read More]

From Distant Concern to Valued Asset: The Adult’s Guide to Embracing Superannuation

4 April

Being young comes with a whirlwind of experiences and financial priorities, often pushing thoughts about retirement and superannuation to the back burner.    Initially, for many young individuals, superannuation feels like a distant concern,...[Read More]

Super access won’t lower hurdles for young home hunters

28 March

Many young Australians living in the capital cities will not be able to pay for a house deposit, even if they drained their entire retirement savings, a report has found. Rates of home ownership are declining for young Australians as prices climb...[Read More]

Is there an underinsurance problem in Australia?

9 November

While the title of this post may surprise some people, it’s actually a rhetorical question. In fact, as far back as 2005, the Australian Securities & Investments Commission (ASIC) was already reporting on home building underinsurance. There...[Read More]