TOPIC
SUPER TAX News & Analysis
Retirement
The new tax on super over $3 million brings alternatives into play for tax efficiency. For investors who can be bothered juggling different types of...
Graham Hand | 19 August 2024
Retirement
Since the introduction of compulsory super, the industry has pushed its members to put as much as possible into super. It has been a disservice to...
Graham Hand | 13 August 2024
Retirement
Claiming a tax deduction for personal super contributions can end in disappointment if it isn't done correctly. Julie Steed looks at common pitfalls...
Julie Steed | 24 July 2024
Personal Finance
Three things to consider when planning for an early retirement.
Mark LaMonica, CFA | 03 July 2024
Stocks
The efficacy and fairness of establishing an unrealised gains tax regime will hopefully be hotly debated at the next election. We need better ideas...
John Abermethy | 30 May 2024
Retirement
A Senate Committee reported back last week with a majority recommendation to pass the $3 million super tax unaltered. It seems that the tax is...
Meg Heffron | 19 May 2024
Retirement
The new super tax is a heavy surcharge on long-term investments because most of the gains from growth assets come from value gains which are mainly...
Ashley Owen | 04 October 2023
Personal Finance
Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three...
Shani Jayamanne | 06 September 2023
Retirement
The Parliamentary Budget Office has released its first 'super explainer' and it shows how they think - and perhaps reveals future targets.
Graham Hand | 04 May 2023
Retirement
The method used to calculate the new $3 million super tax has uncovered a key issue. Nobody holds a consolidated view of taxable income on super, not...
Graham Hand | 16 March 2023