Articles

What five years’ worth of SMSF asset allocation data reveals. The Australian Tax Office (ATO) releases quarterly data showing where self-managed superannuation funds (SMSFs) are

Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified portfolio of 60% stocks and 40% bonds declined by about

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing

We’ve all heard about downsizing and upsizing, but what about rightsizing? ‘Rightsizing’ is used for when you find the right fit for you. In property

If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking to make sure you’re being

Future investment returns are unknown, but past returns are a guide for retirement.  If you’re a member of a superannuation fund, for all intents and

Have you ever looked around your place and wondered how much cash is sitting in those old clothes you never wear, gadgets you never use

Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have just received an Age Pension

There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many Australians have a strong fear

An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel or an urgent medical bill.

Records you need to keep When you sell your shares in companies or units in managed funds, most of the records you need will be

Overview Money you transfer from a foreign super fund to a complying Australian super fund may: count towards you super contributions caps, and be subject