News & Insights
SMSF
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SMSF Trustees and Fixed Income — The 2026 Review Checklist
Ask an SMSF trustee to describe the equity side of their portfolio and the answer is usually specific. Company names. Entry prices. Franking credits. A view on the sector and a reason for holding it. Ask the same trustee to...
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Finding Your Super Fund ABN: A Quick Guide
When dealing with your superannuation, you may be asked to provide your super fund’s Australian Business Number (ABN). This is often required when rolling your super into another fund, starting a new job, making personal contributions, or confirming that you...
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Long-Term Investment Strategies for Retirement Income
A comfortable retirement is rarely the result of chasing the highest possible balance. It comes from having a strategy that keeps generating income long after the paycheques stop. For people living in Australia, planning for a long retirement is essential....
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How Much Do Couples Need to Retire in Australia?
Retirement funding is one of the most significant financial planning considerations for Australian couples. However, there is no single amount that guarantees a successful retirement. The level of savings required varies according to a range of factors, including the lifestyle...
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How Self-Directed Super Shapes the Australian Market.
Almost 1.24 million Australians are trustees of their own super fund. Together, these 672,805 self-managed super funds hold an estimated $1.06 trillion, with roughly a quarter of it in listed shares alone. That is an unusual amount of capital directed...
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Why I Think the SMSF Trustee Is the Most Underserved Investor in Australia
There are now more than 663,000 self managed super funds (SMSFs) in Australia, the highest number on record. In the December 2025 quarter alone, another 11,822 SMSFs were established, while the sector has grown by more than 100,000 funds over...
