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Financial Planning and Investing

Some super funds pay a retirement bonus. Here’s what you need to knowĀ 

August 30, 2025September 16, 2024 by Daniel
woman_looking_at_retirement_bonus_online

Super Consumers Australia says the bonus is more like a tax payback – and you may even need to hand it back.Ā 

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer

Is insurance in super working for older Australians?

August 30, 2025September 6, 2024 by Daniel
older couple reading in bed

Our analysis found the cost – and what’s covered – can vary widely.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer

When accessing your loved one’s super after they die is a nightmare

August 30, 2025July 25, 2024 by Daniel
older_woman_looking_at_superannuation_death_benefits_documents

Super Consumers Australia says a review is urgently needed.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer

Tech at tax time: What you can claim to boost your return

August 30, 2025July 17, 2024 by Liam Kennedy
smartphone wireless router portable storage laptop

Laptops, phones and other tech you use for work can reduce your taxable income.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Tax Payments

Why we need new laws on superannuation fund customer serviceĀ 

August 30, 2025July 2, 2024 by Daniel
person looking at their superannuation account statement and about to call their super fund

Recent high-profile account problems have highlighted the need for tighter security and responsiveness when issues arise.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer

Can you rely on AI for money advice?

August 30, 2025July 2, 2024 by Jarni
asking chatbot financial question phone text

We asked Meta, Google and ChatGPT for financial help. Here’s what happened

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning, Financial Planning and Investing, Money Tags Article investigation

5 tax scams to watch out for this year

August 30, 2025May 9, 2024 by Liam Kennedy
woman_looking_over_finances_tax

The most common scams targeting you at tax time and how to avoid them.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Tax Payments Tags Article explainer

Annuities: A simple explainer

August 30, 2025March 15, 2024 by Daniel
couple_discussing_annuity_options_lead

These products can provide regular ongoing income for retirees.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer

Scam victim loses $100K to Commonwealth Bank fake website: ‘It all looked so real’

August 30, 2025March 6, 2024 by Andy Kollmorgen
scam_alert_warning_stamp_over_two_fake_sas_web_pages_and_cba_logo

Jake thought he’d been careful, but a convincing investment scam cost him plenty.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Stock Market Investing Tags Article news

Superannuation scams are costing Australians millions. Can we stop them?

August 30, 2025February 12, 2024 by Daniel
woman_looking_at_superannuation_balance

Super Consumers Australia says it’s time the industry had an anti-scam code.

Quick links: Creating A Budget Financial Planning Managed Funds and Trusts Stock Market Investing Superannuation Tax Payments
Categories Financial Planning and Investing, Money, Superannuation Tags Article explainer
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