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5 June 2026
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Fast facts and figures 2018 This handy guide presents key facts and figures on many aspects of personal finance and planning, including SMSF management. Accurium's guide has it all in one place and covers thresholds and qualifications for tax, superannuation, social security and aged care, updated to 1 January 2018.
Fast facts and figures 2018
It's also useful to read through the guide to see whether you are missing out on benefits, or perhaps unknowingly infringing.
Click on the image for the full document.
Thanks, this is a great resource! .... reminds me of how ridiculously and unnecessarily complex our tax & superannuation system has become ... I wonder what it will look like in 20 years!
yes Hank agree, Peter Costello of Simple Super fame must be shaking his head in disbelief !!
Despite soaring retiree wealth, public spending on older Australians continues to rise. The result: retirees now out-earn the young, exposing structural flaws in the tax system and challenges for fiscal sustainability.
You can’t freely withdraw your super before 65. You need to meet certain legal conditions tied to your age, whether you’ve retired, or if you're using a transition to retirement option.
Months after the major superannuation reforms of 1 July 2017, advisers and their clients are still asking important questions, especially about transfer balance caps and segregation.
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.
Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.
Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.
The lithium rally mirrors the early-2010s tech stock surge, with demand set to double by 2030. Supply has been slow to respond, creating a market deficit for future tech like humanoid robotics and solid-state batteries.
The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.
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.
New CGT rules promise fairness, but could young investors lose out? A practical scenario reveals how changes impact deposit goals, investment choices, and long-term wealth building for the next generation.
Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.
Machine learning has been touted a game changer investment management. But a new study overturns claims that AI can generate positive alpha in mutual funds. Here are some practical takeaways for investors.
A 150-year view shows inflation's upward bias, driven by shifting monetary regimes and war stocks. This marks an end to the low-inflation boom that enriched boomers and ushers in a higher-inflation era for younger investors.
A shrinking adviser workforce and rising costs are squeezing access to financial advice, just as demand surges. Expanded tax deductibility offers a modest but meaningful boost to affordability.
A reflection on travel mishaps, smart decision-making, time pressures and rebuilding health habits. Three months in, here's how to navigate the surprising realities of life after work.
Amid a national productivity crisis, new economic analysis finds the tax changes in the 2026 Federal Budget create Australia’s first-ever by design 'Productivity Tax', where young people will pay the biggest price.