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TAX EFFICIENCY News & Analysis

Save on tax with Education Bonds
Personal Finance
Save on tax with Education Bonds
The tax efficient way for parents to save on education expenses. 
Shani Jayamanne | 09 October 2024
A checklist for investment properties in super
Personal Finance
A checklist for investment properties in super
A round-up of the factors that should be front of mind, including insights from an investment property tax expert
Shani Jayamanne | 08 October 2024
The most overlooked investment property deductions
Personal Finance
The most overlooked investment property deductions
An investment property tax expert runs through what every investment property owner should know
Shani Jayamanne | 23 September 2024
3 ways to Moneyball your investing approach
Personal Finance
3 ways to Moneyball your investing approach
It has been more than 20 years since Michael Lewis wrote Moneyball. Here are three practical lessons from the book to become better at investing.
Mark LaMonica, CFA | 01 September 2024
Should you take out private health insurance?
Personal Finance
Should you take out private health insurance?
If you’re earning over $97,000, you’re being charged a Medicare Levy Surcharge. Should you take out private health insurance to avoid it?
Shani Jayamanne | 20 August 2024
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark LaMonica, CFA | 03 July 2024
Protecting your SMSF from challenges beyond the grave
Retirement
Protecting your SMSF from challenges beyond the grave
Putting the right steps in place can minimise the risk of costly disputes, writes Anthony Fensom.
Anthony Fensom | 29 June 2021
5 portfolio moves to consider before year-end
Personal Finance
5 portfolio moves to consider before year-end
Morningstar's Christine Benz offers timely ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.
Christine Benz | 17 December 2019
ETF versus index fund: which is more tax effective?
Video
ETF versus index fund: which is more tax effective?
Tax efficiency is one of several reasons why investors have flocked to exchange-traded funds, prompting Morningstar to ponder how they compare to...
Christine Benz | 15 August 2019
4 super strategies for this end of financial year
Retirement
4 super strategies for this end of financial year
The end of financial year is looming but it’s not too late to put in place some smart superannuation strategies before 30 June to help reduce...
Andrew Buchan | 13 June 2019