Pensions

Sequence Of Returns Risk And Retirement Portfolio Resilience

Sequence of Returns Risk and Retirement Portfolio Resilience Why retirement portfolio construction ...

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Commonwealth Seniors Health Card: Eligibility And How To Apply

Who qualifies for the Commonwealth Seniors Health Card, the income limits that apply and how to apply, plus a video expl... Read more

Top 10 Balanced Super Funds Ranked By Risk And Return

Earning a good return on your super is important, but so is avoiding wild ups and downs when markets are volatile, espec... Read more

Super Boosting Strategies For Independent Contractors And Gig Workers

Independent contractors and gig workers don't get employer super, so building your retirement savings is up to you. Read more

Pension Refreshing: How To Add To Your Super Pension

Pension accounts can't accept contributions directly, but a pension refresh can help you add new savings to your retirem... Read more

Commuting An SMSF Account-based Pension

Commuting a pension gives SMSF members flexibility, but getting the timing wrong can cost you valuable tax concessions. Read more

Compare Retirement Scenarios And Stress Test Your Plan With Canwi

A video walkthrough of Canwi, a planning tool that models your income, expenses, assets, debts and super, then stress te... Read more

APRAs Performance Test: Is Your Super Underperforming?

APRA's annual test names the super funds and investment options falling short, and what happens next if yours is one of ... Read more

How To Manage Early Retirement Due To Ill Health

A roadmap to your entitlements, insurance claims and super options if ill health forces you into early retirement. Read more

SMSF Reform Measures: Whats Been Proposed For 2026

Proposed SMSF reforms could mean new rules before you can even set up a fund, and new obligations once it's running. Read more

Should You Start A Pension In Your SMSF? Weighing Up The Pros And Cons

Starting an SMSF pension unlocks tax-free earnings, but locks in minimum payments and cash flow demands you can't easily... Read more

Everything SMSF Trustees Need To Know About Rebalancing

SMSF trustees need to keep their fund's investments within its stated asset allocation, and know when and how to rebalan... Read more

Property Development In An SMSF: ATO Guidance

If you are thinking about using your SMSF for a property development, it pays to understand the ATO rules. Failure to do... Read more

Running An SMSF Without A Financial Adviser: What Are The Risks?

Unadvised doesn't always mean uninformed. Tim Steele and Meg Heffron on what the data reveals about the 4 in 5 SMSFs now... Read more

Super Fund Rankings: Balanced Category (41–60%)

On this page you can find the quartile performance and quartile rankings for super funds in the Balanced category for th... Read more