How to maximise the impact of your inheritance

How to maximise the impact of your inheritance

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely   . Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5...
Can I still get the Age Pension if my super is healthy?

Can I still get the Age Pension if my super is healthy?

A healthy super balance doesn't always rule you out of the Age Pension . Many Australians assume a healthy super balance means they're not eligible for the Age Pension. But that's not always the case.    If you have a decent superannuation balance and...
Six ways Gen X can build retirement savings

Six ways Gen X can build retirement savings

Making the most of your peak earning years . Many Gen X Australians are now in their peak earning years and retirement is not too far away.   While many people in this age group are earning more than ever, not everyone is on track to achieve the level of financial...
New to SMSFs? Start preparing for your first SAR lodgment

New to SMSFs? Start preparing for your first SAR lodgment

New SMSFs that are required to lodge a self-managed super fund annual return by 31 October should start preparing now, the ATO said. . The tax office is reminding new trustees that if they have recently set up an SMSF, staying on top of their lodgment and reporting...
Contribution splitting now more valuable

Contribution splitting now more valuable

The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of account equalisation strategies for both lower and higher-balance members, SMSF Alliance principal David Busoli has stated.   . In a communication with...
ATO’s LRBA data significantly less than industry figures

ATO’s LRBA data significantly less than industry figures

There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY2026 than the ATO’s data indicate, and the ban on LRBAs could have a greater impact on housing supply than the government suggests. . New data from...
Adequate retirement savings misjudged

Adequate retirement savings misjudged

Association of Superannuation Funds of Australia (ASFA) research has shown individuals across the country are overestimating how much super they will need in retirement. . The study revealed 42 per cent of Australians believe they need more than $1 million to retire...
Record SMSF growth driven by digital access

Record SMSF growth driven by digital access

Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist . 48,500 new SMSFs were established in the 12 months to December 2025, the highest annual number on record. Nearly 40% of newly established SMSFs reported using AI based...
The SBSCH will close from 1 July 2026

The SBSCH will close from 1 July 2026

The ATO is warning employers not to use the small business super clearing house (SBSCH) for any further contributions. . The SBSCH closes at 11.59pm on 30 June 2026 and any payments received by it before its closure will be passed on to the relevant employee’s super...