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The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.


Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

Markets have always delivered for super fund members. What if they don’t?

What happens if market resilience in the face of ongoing geopolitical tensions ends? Potential decade-long market weakness shows the need for contingency planning.

We tend to spend less in retirement …

Studies show that a drop in expendure during retirement leads to a happier retirement. But when costs ramp up again later in life, it's a guaranteed income that makes spending more hurt less.

Can you value a share just using dividends?

A cow for her milk, a stock for her dividends. Investors are too quick to dismiss this valuation technique. 

The 25-year property trust default is being questioned

The 33% CGT discount rate being floated isn’t random. It sits at the structural break-even between trust and company for the multi-property cohort. That’s driving the conversation we’re hearing now.

Are active managers bringing a knife to a gunfight?

How passive investing has permanently changed market structure — and why sophisticated tools are now the price of survival.

ASA 2026 Investor Conference

03 May 2026 1:00 PM

2026 Investor Conference – Australian Shareholders’ Associ..


Morningstar Investment Conference 2026

06 May 2026

One location with everything you need to get ahead. The Morningstar In..


Clime’s Private Investment Briefing, Melbourne

07 May 2026 9:30 AM

Join Clime in Melbourne for an exclusive Private Investment Briefing w..


Clime's Private Investor Briefing, Sydney

13 May 2026 9:30 AM

Join us in Sydney for an exclusive Investor Briefing from Clime's John..


Clime’s Private Investment Briefing Lunch, Brisbane

19 May 2026 12:00 PM

Join Clime in Brisbane for an exclusive Private Investment Briefing wi..


Heffron: Trustee Quarterly Webinar

19 May 2026 1:00 PM

May Webinar Topic - Preparing for 30 June Date: Tuesday 19 May 2026Tim..


Heffron: Trustee Quarterly Webinar

11 Aug 2026 1:00 PM

August Webinar Topic - When should I call time on my SMSF? Date: Tuesd..


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Video: Investment update with John Pearce – April 2026.

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webinar: Private Markets at an Inflection Point, May 11.

Orbis Investments

appoints Alison Savas as Investment Director to bolster Australian team.

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The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
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