top of page



How the $3m super tax may affect you (and what to do next)
The federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax)
Intuitive Financial Services
Jun 10


Super and planning for retirement
When you start to plan for retirement, you’ll need to check your super:
where it is; how much you have; whether you have lost or unclaimed super; consider consolidating accounts where relevant; that your details are up-to-date with the ATO and your super funds.
Intuitive Financial Services
May 14


Investing cycles - Lessons from the Magnificent 7
When it comes to investing in shares, it’s often said that time is your friend.
Intuitive Financial Services
Sep 9, 2024


Spending your kids’ inheritance
Over the coming years trillions of dollars of assets are likely to be shifted from the estates of deceased older Australians
Intuitive Financial Services
Aug 8, 2024


How Australia Retires
Vanguard Australia is delighted to introduce the second edition of our How Australia Retires report, a study exploring Australians’ attitude

Tim Wortlehock
Jul 5, 2024


Downsizer super contributions
If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or part sale) of your home into your...
Intuitive Financial Services
Nov 13, 2023


How much super you need
Take some of the guesswork out of planning for the future. Work out how much super you'll have when you retire, and if it will be enough...
Intuitive Financial Services
Jul 20, 2023


Getting the age pension (and your Seniors Card)
You’re nearly there. After a lifetime of toil – of digging, building, thinking, manufacturing, planting, helping and nurturing – it’s...
Intuitive Financial Services
Jul 19, 2023


Will these super changes affect you?
As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently...
Intuitive Financial Services
Jul 16, 2023


How to get super ready for EOFY
Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the details of these...
Intuitive Financial Services
May 8, 2023
bottom of page