Archive | Superannuation

Gemma-Dale-nabtrade

Summer Series, Guest Editor, Gemma Dale

Over the holiday season, the moments away from the noise are wonderful for giving perspective, helping to consider what is most important to us and how to improve in the year ahead.

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New role for outcomes test and member goals

Recent regulatory proposals expand the existing scale test to an outcomes test by determining annually whether the fund’s MySuper products are meeting the clients’ best interests. Similar tests can apply to SMSFs. 

TRIS Transition income stream

Accessing super before retirement

Transition to Retirement Income Streams are no longer tax-free, but you can still access your super before retirement if you meet certain conditions, and there are strategies to reduce the tax paid.

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Spaceship stalls on the launch pad

The marketing of Spaceship super has been better at engaging young people than any superannuation fund before it, but does it have the right product for a long-term flight?

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