Choosing a super fund is a big call. It’s important to know what makes a good super fund, and what to look out for – so you can make the right choice.
Your guide to how superannuation investments work. Find out how investments help you secure the best financial position in retirement.
Find your member number for each of the super accounts you want to roll over. Don’t stress if you can’t find this information though, some funds will only require your Tax File Number to be able to consolidate your money. Visit the website of the super fund you want to keep and lo...
Superannuations are taxed differently in the U.S. and Australia. It can become complicated if you have an Australian super and are subject to U.S. tax laws. It's best to consult with a tax expert to find out your tax obligations. Defined Benefit Fund Defined benefit plans are funds that...
We’ve seen how easy it is to reconcile a bank account as long as the correct transactions have been entered, but have you thought of running the reconcile process for any other control account? Try your Petty Cash account, Payroll Clearing account, Superannuation liability account or Loan acco...
Pension funds, also known as superannuation funds in some regions, are a type of investment fund specifically designed to provide retirement benefits for employees. These funds are established by employers or industry associations to accumulate and invest contributions made by employees and ...
It is always useful to have a look at theVanguard Long Term Investing chartfor a reminder of the compounding power of share investing. Auto-Diversification Superannuation All of your Super contributions end up in a fund that is diversified to some extent. You usually can decide on how diversifi...
Superannuation on US Expatriate Tax Returns As with most foreign pension plans, the taxation of superannuation is a gray area. The IRS does not have the means or inclination to review all foreign pension plans to provide clear tax guidance on each type of plan. As such, you may find varying...
A Tax File Number identifies you for tax and superannuation purposes. Find out how to apply online, the different types of TFN and what to do if you lose it.
Here’s an example of a superannuation fund that I work with that constantly gets great reviews. We predominantly market the “fossil/coal free” USP with everything we do, but in looking through positive reviews I noticed that “Human rights abuse” was consistently showing up as a reason ...