Older Aussies back increased superannuation tax

10 July

Most older Australians support increasing taxes on high superannuation balances. The federal government is controversially hoping to lift taxes on super balances above $3 million from 15 per cent to 30 per cent in a move predicted to impact about...[Read More]

The power of planning: why to-do lists and long-term goals improve your life

3 July

In a fast-paced world where distractions are endless and demands seem to grow by the day, having a clear plan can be the difference between feeling in control and feeling overwhelmed.  Whether it’s jotting down a few tasks on a sticky note each...[Read More]

Travelling with an older parent: creating lasting memories across generations

3 July

Travelling with an aging parent can be one of the most rewarding experiences you’ll ever have. Whether it’s a road trip along the coast, a countryside escape, or an overseas adventure, these shared moments can strengthen bonds, uncover family...[Read More]

Nest eggs on the boil as super guarantee cracks open

3 July

Workers will receive a boost to retirement contributions as a long-awaited lift to the superannuation guarantee kicks in, but further increases are unlikely any time soon. The rate of super employers are required to pay employees increased from 11.5...[Read More]

Super funds spared billions after US axes ‘revenge tax’

3 July

Australian superannuation funds are breathing a sigh of relief after the US dropped a so-called “revenge tax” on foreign investors. The super industry had been ringing alarm bells over section 899 of President Donald Trump’s proposed “big...[Read More]

The fate of collectibles: treasures, memories, and the generational shift

26 June

Collecting is an act of love, one rooted in nostalgia, identity, and a desire to preserve the past. For many Baby Boomers, collections of antiques, vintage glassware, and memorabilia from the 1950s and 60s are not only cherished possessions but also...[Read More]

The importance of making a will

26 June

As we journey through life, planning for the future becomes increasingly important.  Every adult has the right to control their affairs, whether managing finances or making healthcare decisions. However, as we age, factors such as illness,...[Read More]

Workers’ retirement nest eggs set for super boost

26 June

Australian workers can look forward to a bigger nest egg, with an increase to the superannuation guarantee to add tens of thousands of dollars to the average super account. From July 1, employers’ minimum required contribution to employees’...[Read More]

International destinations retirees should have on their bucket list

19 June

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]

ASIC puts super on notice over complaint ‘blind spots’

19 June

The corporate regulator has revealed the next steps in its push to fix systemic failings in the superannuation sector’s handling of death benefit payments. The Australian Securities and Investments Commission will examine how super trustees...[Read More]

The top 5 places to visit in Australia for retirees

12 June

Now that you’ve retired from the workforce and have all the opportunities to do what you want, you’re ready to take the trip of a lifetime.   If you’re planning to take a tour across Australia, here’s a list of 5 top destinations to visit...[Read More]

Greens strike conciliatory tone on super tax changes

12 June

The Greens are “absolutely ready” to work with Labor to make proposed changes to superannuation, acknowledging the mandate voters gave the Albanese government at the election. Labor is looking to double the tax rate of super balances above $3...[Read More]

EOFY super and tax strategies: is it too late? What you can still do — and how to get ahead for next year

5 June

As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, it’s not too late. With some focused action in the final month and a proactive start...[Read More]

Super backlash ‘doesn’t augur well for tax reform’

5 June

Super backlash ‘doesn’t augur well for tax reform’ The uproar over proposed changes to superannuation tax concessions does not bode well for the government’s chances of passing broader tax reform, Treasurer Jim Chalmers says. First...[Read More]

Retirees working past the age of 70: what to consider

29 May

With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70.  Whether for financial security, personal fulfilment, or social engagement, part-time work in retirement can offer...[Read More]