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Labor's vow to axe cash refunds for excess franking credits has sparked concern among investors. Lex Hall examines the policy, who it affects and what investors should do if it comes into force. 

Self-managed super fund trustees are increasingly using managed funds to diversify their portfolios beyond Australian equities, according to a new report.

You should pay careful attention to the timing of any SMSF asset sales, because regulatory changes can affect capital gains tax treatment, according to Melanie Dunn.

An account-based income stream blended with a deferred annuity could be the solution to Australia's retirement income shortfall, says Schroders global head of retirement Lesley-Ann Morgan.

Bank-owned superannuation funds are being targeted for class action by law firm Slater and Gordon on the back of evidence from the banking royal commission.

Australian retirees are feeling the financial pinch as they face increases in the cost of health services, transport, and clothing.

Building a contingency plan around when you intend to retire is better than setting a firm date ahead of time, according to a recent study from Morningstar's head of retirement research.

SMSFs now account for around 27 per cent of Australia’s $2.6 trillion superannuation pool, down from 30 per cent three years ago. 

A BlackRock research study looks at structural shifts in the global economy and how they affect our investment thinking.

SMSF trustees looking to invest their savings in the property market have suffered another blow following the move by the nation's second largest mortgage lender to withdraw new loan offers. 

The workforce participation, rates of pay and board representation of Australian women slipped back slightly in the first half of 2018, a study has shown.

Australians are underestimating by up to 20 per cent the amount of money they’ll need in retirement, according to a new survey from global investment manager Schroders. 

One in three SMSF users are in the dark about their investment strategy and are sometimes being urged to push their savings into high-risk property, according to a survey from the corporate regulator.

The start of the 2018-2019 financial year is an ideal time to check whether your portfolio is still delivering your lifestyle needs.

New investments and a decline in stamp duty revenue will take a toll on the New South Wales Government's state finances, with the budget surplus tipped to fall in the year ahead.

Following are some expert tips on getting your self-managed super fund into the best shape possible before the end of financial year on 30 June, 2018.

If you're an Australian citizen who has lived abroad and accumulated offshore assets, you may need to have separate wills for your local and international affairs.



Will You Hit Your Projected Retirement Date? Retirement income: expectations versus reality The importance of flexible retirement planning
Will You Hit Your Projected Retirement Date? Retirement income: expectations versus reality The importance of flexible retirement planning

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