Money
Super & retirement
Opinion
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I’m about to receive my inheritance. Will I have to pay tax on it?
Inheritances are given a generous tax treatment in Australia, but if you invest the money, that’s a different story.
- by Paul Benson
Latest
Opinion
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Our $900,000 share portfolio keeps rising. How do we save our pension?
Changing how your furniture is valued can give you a bit of wriggle room when it comes to calculating your pension.
- by Noel Whittaker
Opinion
Superannuation
The $160 billion problem with Australian SMSFs - and how to fix it
Self-managed superannuation funds in Australia are exhibiting a concerning trend in over-allocating to vulnerable assets such as shares and property.
- by Tim Keith
Opinion
Aged care
Most of us are anxious about aged care. Here’s how to change that
Unsurprisingly, the majority of Australians feel unprepared and concerned about aged care and the possible financial strains.
- by Rachel Lane
Analysis
Pension
Putting off applying for the pension? It could cost you $20,000
Australians miss out on $3 billion in pension entitlements every year - and there’s no way to get that money back.
- by Kaye Fallick
Opinion
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How do I give $200,000 to my grandkids while saving tax and keeping my pension?
When it comes to gifting money to your grandkids, you need to think carefully about tax implications – for both you and them.
- by Noel Whittaker
Opinion
Retirement living
Finally, there’s some good news about super and retirement
There are changes in the pipeline aimed squarely at solving real retirement problems for everyday Australians like you. And that’s worth celebrating.
- by Bec Wilson
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Superannuation
The simple ways to plan for Australia’s ‘staggering’ wealth transfer
An incredible $3.5 trillion in intergenerational wealth will be transferred over the next 20 years in Australia - but many people are unprepared.
- by Anders Furze
Opinion
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I work overseas. Can I get early access to my super?
Even if you’ve cut all ties to Australia, the rules for accessing superannuation are universal.
- by Noel Whittaker
Opinion
Retirement living
There’s more to a happy early retirement than $73,000 a year
There are three keys to happiness: someone to love, something to do and some things to look forward to. And that makes for a pretty sound retirement template.
- by Nicole Pedersen-McKinnon
Opinion
Superannuation
Retirement is difficult and unaffordable. Our super funds must step up
We’ve known for years that retirement is complex, but a recent report, backed by over a decade of longitudinal data, shows just how much the ground has shifted.
- by Bec Wilson