Downsizing your home
Downsizing at a glance Downsizing your home can reduce the size of your mortgage and ongoing running costs in some situations, but buying and selling
28th July 2026
Retirement Planning Articles
Departing Australia superannuation payment
If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation payment (DASP) If you’ve worked
20th July 2026
Make your money last in retirement
Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When you retire, some of the
14th July 2026
SMSF record-keeping requirements
How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super fund (SMSF) trustees can meet
14th July 2026
Superannuation: more relevant than ever
A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective
6th July 2026
Five things to put in place before you retire
Take these steps to set yourself up for a confident transition to retirement For many Australians, the final couple of years before retirement can feel
8th June 2026
Get prepared for June 30
Tax time is just around the corner, so now is the time to get ahead and find out what strategies may be available to you
1st June 2026
Your 30 June superannuation checklist
Five easy ways to get more into your super fund before the end of the financial year With the end of the current financial year
1st June 2026
Can I access my super early?
Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be their most significant source of
25th May 2026
Your home in retirement
Retirement is an opportunity to assess where you live and how you want to live. Questions to help you decide where to live Retirement may
25th May 2026
How much do you really need to retire? It’s probably a lot less than $1 million
Every few months, someone in the superannuation industry declares that Australians now “need” around A$1 million to retire comfortably. It’s a big, scary number. But
21st May 2026
Creating a retirement financial plan
Start your retirement financial plan early Don’t wait until you’re getting close to retirement to start your plan. You have a greater chance of a
20th May 2026