Advice
Superannuation advice strategies for Australian financial planners, including contributions, transfers, TBC, and Division 296.
Super's purpose is preservation, not solving other problems: Jones
Speaking at the SMSF Association's National Conference, the assistant treasurer called out "modern-day Edmund Hillarys" seeking to raid Australia's "Mount...
Super tax breaks for mega-rich to cost $53 billion as calls for reform grow
Superannuation tax breaks will cost the government nearly $53 billion this year, nearly matching the cost of the entire age pension program, according to a new...
Lifecycle super funds not aligned with investment mandates: APRA
Superannuation funds are more commonly offering 'lifecycle' investment options that adjust with a saver's age. But a recent paper by the superannuation...
Vanguard aims to undercut competitors with lifecycle super fund
Vanguard Australia recently launched a superannuation product aimed at undercutting competitors, with a low-cost default fund option that adjusts automatically...
Share falls and higher rates bite into superannuation balances
Australians should be putting more money into superannuation and diversifying out of property, some say, even as super performance remains a question mark.
Super fees climb with age, but devil is in the detail
There are a range of factors that will determine the fees a member will pay. The difference could have a dramatic effect on the final balance of a retiree's...
Australian Super's fee plan needs a second look
Fee raises at the nation's biggest super fund have raised questions about the benefits of scale. If Australian Super has to increase fees, what chance do...
Super funds pass performance test, but at a cost
Funds have adapted to the test's metrics, but the consequent risk aversion could put the industry in "limp mode" and curb performance.
Hostplus claims top spot for super returns in 2021-22
Research houses and Chant West and SuperRatings have released lists of the top performing superannuation funds for 2021-22, and leading both lists is Hostplus'...
Balanced super fund returns in the red
The term "hold on for dear life" came to explain the events of 2020 and 2021, as did "buy the dip." For those beginning investing for the first time their...
Australian Ethical, Christian Super merger official
Australia's leading ethical investment manager, Australian Ethical, is set to grow its already significant $6.2 billion in assets under management after...