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Administration costs can rise for complexity, especially owning property in an SMSF, but fees are highly competitive from a wide range of service providers. The break-even cost is less than previously reported.

The trick is to avoid ending up in your twilight years with too much money that you wished you’d enjoyed earlier, writes Anthony Fensom.

The Retirement Income Review goes much further than an innocent-sounding 'fact base', and is sure to guide policies in the run up to the next election. It will change how we think about retirement incomes.

The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen, explains its use to Michael Kitces. 

In Budget 2020, Josh Frydenberg announced a performance comparison tool and fund stapling to save Australians $17.9 billion over 10 years. But too many moving parts make results highly cyclical.

‘It's your money’ flouts the strict superannuation access rules we have accepted since 1992, and many are putting short-term wants ahead of long-term needs. Is this the best outcome for 2.6 million people?

Fewer funds are being set up and trustees are demanding more bang for their buck, a new survey shows.

They can be expensive and complicated but if you’re paying up to $13,900 to manage your fund, you should reassess, says the sector’s peak body.

If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.

Work expenses, investment loans and debt recycling top the tax office's list of target areas this year.

Life in 2020 might have been anything but normal, but tax remains an immutable certainty.

A raised eyebrow can be a clear sign one or more financial futures are at risk.

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Video

Should the home affect Age Pension eligibility? There’s more to running an SMSF than paperwork and penalties Safeguarding your finances against cognitive decline
Should the home affect Age Pension eligibility? There’s more to running an SMSF than paperwork and penalties Safeguarding your finances against cognitive decline
 
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