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TAX CUTS News & Analysis

Future Focus: Every Aussie deserves a fair go with super
Personal Finance
Future Focus: Every Aussie deserves a fair go with super
I explore places where our system is failing some Aussies as it relates to super tax policy.
Shani Jayamanne | 26 February 2025
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark Lamonica | 10 December 2024
Chart of the week: Tax cuts fueling revival in discretionary spending
Markets
Chart of the week: Tax cuts fueling revival in discretionary spending
This week's chart of the week comes from the Morningstar Equity Research team's Australian Retailing Q3 2024 report
Shani Jayamanne | 24 October 2024
Tax implications when investing in overseas shares and ETFs
Personal Finance
Tax implications when investing in overseas shares and ETFs
A significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign...
Shani Jayamanne | 15 October 2024
3 cheap fully franked stocks
Personal Finance
3 cheap fully franked stocks
And how income investors can pay no net tax on dividends in 2024
Shani Jayamanne | 15 October 2024
Who needs the Caymans? 10 ways to avoid paying tax
Personal Finance
Who needs the Caymans? 10 ways to avoid paying tax
Australians don't need dodgy schemes in Caribbean islands to hide their wealth. There are plenty of legal ways to avoid paying tax but they will...
Graham Hand | 29 July 2024
An investor's view of the budget
Personal Finance
An investor's view of the budget
Morningstar's James Gruber breaks down the key numbers, policies, and economic forecasts, as well as some conclusions for superannuants and retirees.
James Gruber | 20 May 2024
Federal budget 2024: What to do with more cash coming in the door
Personal Finance
Federal budget 2024: What to do with more cash coming in the door
The stage 3 tax cuts offer the opportunity to take a fresh look at investing and life goals. 
Shani Jayamanne | 14 May 2024
Investing Compass: Market outlook: 3 steps to financial independence
Personal Finance
Investing Compass: Market outlook: 3 steps to financial independence
Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.
Mark Lamonica | 06 September 2023
Investing Compass: What would you do with some extra cash?
Personal Finance
Investing Compass: What would you do with some extra cash?
The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any...
Mark Lamonica | 24 April 2023