Planning is key as SMSFs enter new phase
August 4, 2025
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. But recent data suggests the sector is…
Before you retire
August 4, 2025
If you’re planning to retire, you need to consider: Special rules apply if you receive an employment termination payment, genuine redundancy payment or payments from an approved early retirement scheme….
Weighing up the costs and benefits of an SMSF
April 30, 2021
For many people, the idea of managing and investing your own retirement savings is very appealing. But there is debate over whether running your own self-managed super fund (SMSF) is…
The Rich Life Vol 42
February 6, 2021
It’s February already, crazy how time flies. The kids are back at school and Australia is getting back to business. It’s still not business as usual, but with the vaccine…
Is an SMSF right for you
February 4, 2021
As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of…
SMSFs on the defensive: Is it time to revisit your strategy?
September 15, 2020
Self-managed super funds (SMSFs) have had a challenging year, with COVID-19 linked market uncertainty affecting income and returns. But SMSF trustees haven’t been sitting on their hands. One of the…
Is your SMSF balanced?
June 9, 2020
The recent sell-off on global sharemarkets due to the economic impact of COVID-19 has highlighted the risks of depending too heavily on a single asset class. Even before the current…
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