superannuation

It's not all sunshine and relaxation in retirement. Here are three investment challenges and how you can build your portfolio to beat them.

Bank exposure to commercial real estate has risen to 13% of loans, while super fund holdings total a larger 16% of their assets.

The caps on what you can contribute to your super are changing - just in time to take advantage of tax changes.

Ever wondered how your super is managed? Aware Super and Mercer shared what you need to know

Despite its massive size, the super industry can be opaque. Here’s what you need to know about selecting your super fund.

New research on Australia's intergenerational transfer of wealth shows we are changing. And changing again.

The Federal Government has released legislation to tax unrealised capital gains for superannuation balances exceeding $3 million.

Millennials are set to be the luckiest of the lucky, all thanks to superannuation, according to Andrew McKie of Elston Asset Management

We take a look at the performance test on Superannuation funds in Australia.

The great Australian dream may be taking a beating with high property prices and rising interest rates, so could tapping super do the trick?

Being mindful of tax implications can make a difference to the way you set up your income portfolio. WILSONS' Paul Aliprandi explains how.

The end of the financial year is only weeks away. Have you taken advantage of the rules around superannuation?

Earlier this week, Jim Chalmers announced a new Government policy set to double the concessional tax rate, from 15% to 30%, for superannuation balances over $3...

They say there are two certainties in life – death and taxes. This is what makes it even sweeter when we find a loophole or two around the old taxman. While your...

If cave tubing, trekking in Uganda and open water diving is your thing, then you should talk to Amanda Cassar. The self-professed adventure junkie is far from...

In less than 30 days we’ll cast our votes at the next Federal Election, to decide whether Anthony Albanese and the Australian Labor Party, or the incumbent Prime...

Followers of Surrey Asset Management would understand that Environmental, Social and Governance (ESG) is an essential part of our investment process. We don’t just...

One of the most challenging problems plaguing superannuation choice is how to evaluate historical performance outcomes against a fund’s stated objectives, which has...

Even though gold prices rallied in the first two weeks of July, there is no denying it was a tough first half of the year for the precious metal, which fell toward USD...

Lockdowns across most major capital cities in Australia have effectively thrown a wet blanket over this end-of-financial year. But really, we have plenty to...