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A Christmas Present from Treasury

In September 2019, the federal government announced a review into Australia’s Retirement Income System.
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A couple of important changes to super

One of the things Mark and I try to achieve with this blog is to keep readers informed about changes in the superannuation, social security and aged care space.
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Putting members' interests first

It is common for superannuation funds to provide insurance to members of their fund.
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When can I get hold of my super?

For most Australians, the money they have in superannuation is preserved. That means it cannot be accessed until a 'condition of release' has been met.
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Is your employer paying the correct amount of super?

There has been quite a bit of media focus in recent months about some employers failing to pay the correct, or in fact any, compulsory contributions to superannuation for their ...
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What is the cost of complacency?

Australians are notorious for being disengaged with what will often become their largest investment apart from their family home. What am I referring to? Their superannuation!
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Financial self-help

Whether you love him or loathe him, Scott Pape, author of the Barefoot Investor, has popularised the financial self-help movement in Australia in recent years.
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When is the best time to start planning for retirement?

Hardly a day goes by without either Mark or me receiving a call from a financial adviser who has a client on the threshold of retirement.
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Lost and Found – Where is your super?

The Australian Taxation Office (ATO) administers lost and unclaimed superannuation. As of 30 June 2018, the ATO were sitting on around $17.5 billion of lost and unclaimed ...
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