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The five most common topics for advisers and their clients

An explanation of five areas of most interest to financial advisers and their clients, including home equity access, downsizing, Senior Cards, work tests and new transfer balance caps - all worth knowing about.

What super changes should you know from 1 July?

A few rules have changed, one is caught up in the legislative stage, and it's worth revising a couple of others. Around the age of 65, there are specific super opportunities every retiree should know.

What is the new work test exemption?

Understanding the new work test exemption rules may enable individuals to maximise their contributions to super and thus their tax effective retirement savings.

How the super contribution changes may benefit you

Super contribution changes that took effect on 1 July 2017 and other changes coming in from 1 July 2018 aren't all negative, leaving opportunities over the next few months to make the necessary adjustments.

Meeting the work test for contributions

Not all superannuation is the same. When making contributions after turning 65, it seems the rule for the work test is different for SMSFs and public funds.

Most viewed in recent weeks

Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate. 

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

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