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SUPER TAX News & Analysis

Future Focus: Should I stop salary sacrificing to my super?
Personal Finance
Future Focus: Should I stop salary sacrificing to my super?
High income Aussies are going to hit the new super cap - easily. Should we bother?
Shani Jayamanne | 14 March 2025
How much do you need to save for retirement?
Retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear. 
Mark LaMonica, CFA | 10 March 2025
10 ways to fix Australia’s broken retirement income system
Retirement
10 ways to fix Australia’s broken retirement income system
Our retirement income system has too many rule changes, too many options, poorly explained and then seemingly at odds with each other when...
Kaye Fallick | 04 March 2025
How do low cost SMSFs compare?
Personal Finance
How do low cost SMSFs compare?
Costs matter a lot to your return outcomes. How do SMSFs compare, and at what balance do they make sense?
Shani Jayamanne | 23 January 2025
The ATO has released a super health check – here’s what I would have told you instead
Personal Finance
The ATO has released a super health check – here’s what I would have told you instead
The ATO recently came out with a ‘super health check’. Here’s what I would’ve put into it.
Shani Jayamanne | 17 January 2025
Should I have insurance in super?
Personal Finance
Should I have insurance in super?
Insurance is a necessary evil of a holistic financial plan. I go through the best ways to protect yourself.
Shani Jayamanne | 09 January 2025
Australia's shameful super gap
Personal Finance
Australia's shameful super gap
ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell...
Pascale Helyar-Moray | 05 January 2025
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark LaMonica, CFA | 10 December 2024
Are we being ripped off by super?
Retirement
Are we being ripped off by super?
I admire a good deal about super but there is room for improvement. 
Mark LaMonica, CFA | 04 December 2024
What returns do you need for a comfortable retirement?
Retirement
What returns do you need for a comfortable retirement?
The math behind your retirement outcomes. 
Mark LaMonica, CFA | 21 November 2024