Self Managed Super Funds

If you received a small, one-off end of year bonus, any super that might have also come as part of the bonus potentially won’t have a massive impact on your super balance. However, for people whose...

Managing your own superannuation in a self-managed super fund (SMSF) typically provides you with more control over your retirement saving, but it also requires more diligence and attention to make sure it's operating properly. Here's a checklist you can use to help make sure your fund in on track.

What were the Productivity Commission’s key findings? Unneeded super accounts are costing members billions The report found that a third of super accounts, about 10 million, are unneeded as members already have a primary super fund....

Whether you've just retired or its been a few years since you did, we've got you covered with our list of fun things to do in retirement.

Retiring early sounds like the dream, but it takes a whole lot of work to make the dream come true. Here's five tips for making it happen.

Reading your super statement can be a bit of a tricky exercise - we put together this video explainer to help you figure it out.

If you're the trustee of an SMSF, capital gains tax is definitely something you need to have your head around. Here's how CGT works for SMSFs.

An accountant or financial planner should guide you through the details of setting up an SMSF - but here's a general overview of the process.

Every investment decision made by the trustee(s) of a SMSF should pass the 'sole purpose test' - here's a guide to what that means.

Issues of tax and inheritance can rear their head if someone passes away without an estate management plan in place; in some cases a superannuation proceeds trust can be implemented to sort these matters out.