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Keeping to super's sole purpose


The most fundamental superannuation rule is that super is for the sole purpose of providing retirement and member death benefits - not to subsidise .....

Good financial planning finally has a value: 23% more in retirement

Financial planners are familiar with alpha and beta as drivers of long-term investment portfolio returns; but now there’s a third letter to add to the lexicon – gamma – and according to Morningstar, it’s the value created that can be directly attributed to sound financial planning.

Taxing times for self-managed super funds


From July the ATO will be able to levy individual fines of up to A$10,200 on fund trustees who breach superannuation law.

The relationship between SMSFs and their advisers


Do you use a financial adviser for your self-managed super fund and, if so, how do you use that adviser?

How family financial planning opened the door to a holistic advice career


Growing up with a developmentally disabled sister has given Matthew Leech a unique perspective on the value of holistic financial advice.