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When it’s time to move super, pack the pensions separately

Investors thinking of switching super funds should carefully consider the costs involved, make sure they do their paperwork and keep their various retirement accounts straight, says Heffron Consulting’s Meg Heffron. To avoid “nasty surprises”, it all comes down to careful planning.
Lisa Uhlman | 18th Aug 2023 | More
Making the most of concession cards (even if you’re not on the Age Pension)

Following an increase in income test thresholds, many more Australians are now eligible for the Commonwealth Seniors Health Card and other concession schemes that provide valuable discounts. But many don’t realise they qualify even if they’re too wealthy to receive the Age Pension.
Lisa Uhlman | 26th Jul 2023 | More
SMSF sector poised for growth as millennials, Gen X opt for ‘the Spotify of superannuation’

Despite a growth hiccup in 2022 the SMSF sector is trending in the right direction, with more younger people opting for choice in the way they manage their retirement savings.

Tahn Sharpe | 24th Feb 2023 | More