Market developments during April 2026 included: Key Points Australian Equities The S&P/ASX 200 Accumulation Index rose 2.2% in April, with seven of the 11 sectors closing higher. Information Technology (+13.2%),…
When markets get bumpy or household budgets feel tighter, it’s common for people to start questioning their super. If your balance has dipped or returns haven’t met expectations, you might…
Downsizing the family home is often part of the longer term financial plans for many older Australians. But did you know that you could consider investing the proceeds of the…
Super will soon need to be paid into your super account within seven business days of your regular pay, making it easier to check and grow your savings. Summary Almost…
Careers pause, shift and evolve – especially for women. But even with nonlinear working paths, there are simple steps you can take to keep your super moving forward. Women’s working…
With cost of living pressures, everyone could do with some extra cash right now. One straightforward option is to stop cash leaving your account in the first place. In other words, check…
Cost management and minimising the costs and fees in a client’s SMSF is one of our biggest mantras. One of the highest and most unproductive costs in an SMSF is…
Trustees of a fund came to discuss how ‘retirement ready’ they were. This is a common question as people approach retirement. My first question was to ask what level of…
A trustee came to me to ask about binding death benefit nominations. As an SMSF specialist, I asked for the structure of their SMSF and was presented with a copy…
Over one quarter of a million Australians will start their retirement in 2026. Many more are looking ahead to the time when they can swap their 9 to 5 roles…
