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Financial Planning and Investing

Junk insurance in super is on the way out, but there’s more work to do

August 30, 2025October 28, 2021 by Daniel
sinking_piggy_bank

Some super funds continue to include restrictive terms.

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 investigation

Australians want victims of financial crimes to be compensated

August 30, 2025October 26, 2021 by Andy Kollmorgen
banking royal commission final reports

A national survey shows that people want key banking royal commission reforms enacted.

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

Are superannuation tax concessions fair? 

August 30, 2025October 18, 2021 by Daniel
senior_persons_hands_holding_a_piggy_bank

Experts and system reviews say current concessions aren’t sustainable – and benefit some people more than others.

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 investigation

Collective call for a compensation scheme that covers all financial victims 

August 30, 2025October 14, 2021 by Andy Kollmorgen
older_couple_in_financial_trouble_CSLR_lead

The federal government’s current version of the scheme would leave many unprotected. It’s simply not good enough.

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

Investment scam losses reported to ACCC set to double in 2021

August 30, 2025October 5, 2021 by Andy Kollmorgen
senior person on smartphone with credit card

2020 was the costliest year on record for scams, with investment scams behind most losses. But 2021 is already worse.

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

Junk insurance in super: ‘I struggle week to week’

August 30, 2025August 31, 2021 by Daniel
rachels story header

Chronic illness means that Rachel can’t ever work again, but a fine-print term saw her claim rejected.

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

The government’s super fund comparison tool can help you retire with more

August 30, 2025August 30, 2021 by Daniel
woman_using_the_new_your_super_tool_ATO

Comparing MySuper products is now easier than ever.

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

Overdue government compensation scheme leaves many unprotected 

August 30, 2025August 17, 2021 by Andy Kollmorgen
couple in financial stress

Hundreds who have lost their life savings to failed investment schemes may fall through the cracks. 

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

Will recent changes to super help first homebuyers?

August 30, 2025August 3, 2021 by Daniel
house_and_superannuation_savings

Experts weigh in on the proposed reforms.

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 investigation

‘Stapling’ in super could save Australians a lot of money 

August 30, 2025July 30, 2021 by Daniel
man_riding_piggy_bank_superannuation

You’ll soon keep your original super fund as a default when changing jobs, cutting down on unnecessary fees. 

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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