Industry super funds vs retail funds near retirement
Industry Super Funds vs Retail Funds Near Retirement Superannuation · Choosing a fund • 9 min read · September 2026 Industry super funds vs retail funds near retirement Near retirement, the product you’re in — what it costs in dollars and how it will pay you an income — matters more than whether the label says […]
Binding vs non-binding death benefit nominations: who gets your super when you die?
Binding Death Benefit Nomination: Binding vs Non-Binding Explained (2026) Superannuation · Estate planning • 12 min read · September 2026 Binding vs non-binding death benefit nominations: who gets your super when you die? Your will doesn’t automatically decide who gets your super. Your fund’s rules and your nomination play a big part. Here’s how binding and […]
How a transition to retirement pension works when you’re 60 and still working
Transition to Retirement (TTR) Pension: How It Works in 2026-27 Superannuation · Transition to Retirement • 12 min read · September 2026 How a transition to retirement pension works when you’re 60 and still working A TTR pension lets you draw an income from your super while you keep working. Here’s what it does, what changed […]
AI needs copper and uranium. Australia has both
Investing · Commodities • 9 min read · August 2026 AI needs copper and uranium. Australia has both. The AI build-out ends in a mine. Here’s what data centres actually need from copper and uranium — and why most Australian portfolios already own the supply side. Manny Tran Director & Senior Financial Adviser, Plan My Wealth […]
Super or Savings: Which to Spend First in Retirement?
Retirement · Drawdown Strategy • 13 min read · August 2026 Super or savings: which should you spend first in retirement? Once you know how much to draw in retirement, the next question is which pot it comes from — super or savings. Get the order wrong and it can quietly cost tens of thousands in […]
Three views, one process: reading this year’s mid-year outlook through The Plan My Wealth Way
Markets & Our Process • 10 min read · August 2026 Three views, one process: reading this year’s mid-year outlook through The Plan My Wealth Way A fund manager’s research team reads today’s market through three lenses — a Bull, a Strategist and a Cautious view. Here’s how we run any outlook like theirs through our […]
Trauma Insurance Australia: What Happens If You Survive a Serious Illness
Life Insurance · Trauma Cover • 9 min read · August 2026 Trauma Insurance Australia: What Happens If You Survive a Serious Illness? Manny Tran Director & Senior Financial Adviser, Plan My Wealth Book a free consultation By Manny Tran · Director and Senior Financial Adviser, Plan My Wealth · August 2026 Quick answer What is […]
Can you get an income from your super? How an account based pension works
Superannuation · Retirement Income • 14 min read · July 2026 Can you get an income from your super? How an account based pension works Once you reach 60 and retire, your super can pay you an income much like a wage. Here’s how an account based pension works — the drawdown rules, the tax, the […]
SMSF vs industry fund: which is right for your super?
Superannuation · SMSF • 15 min read · July 2026 SMSF vs industry fund: which is right for your super? It’s usually framed as a two-way choice. It isn’t. Here’s the three-tier way to think about where your super should live — and the balance, cost and responsibility that separate them. Manny Tran Director & Senior […]
Downsizer contribution explained: what it really means for your Age Pension
Super · Age Pension • 12 min read · July 2026 Downsizer contribution explained: what it really means for your Age Pension Up to $300,000 each from your home sale, straight into super, outside the usual caps. But your home is exempt from the assets test — and once that money is in super, it generally […]