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TAXES News & Analysis

Why the Government will continue to target super and the pension
Retirement
Why the Government will continue to target super and the pension
An aging population will drive policy decisions. 
James Gruber | 25 July 2024
Noel Whittaker’s key tips for estate planning
Retirement
Noel Whittaker’s key tips for estate planning
Morningstar’s James Gruber caught up with Whittaker to discuss his new book, Wills, death & taxes made simple.
James Gruber | 11 May 2024
SMSFs, negative earnings and the $3m tax on super
Retirement
SMSFs, negative earnings and the $3m tax on super
There’s no good news in the draft legislation for 'Division 296 tax', the new name for the tax on super over $3 million. These worked examples...
Meg Heffron | 24 October 2023
Which stocks benefit from Biden's infrastructure plan?
Stocks
Which stocks benefit from Biden's infrastructure plan?
The proposed plan could be passed this summer, but related stock valuations remain uncertain.  
Dave Sekera, CFA | 12 May 2021
Can you owe $800k tax on a profit of $45k?
Personal Finance
Can you owe $800k tax on a profit of $45k?
How one newbie trader got himself entangled with the taxman.
Alexandra Macqueen | 06 April 2021
What a Biden presidency could mean for utilities
Markets
What a Biden presidency could mean for utilities
Clean energy plans could be long-term growth opportunities, writes Morningstar equity analyst Charles Fishman.
Charles Fishman CFA | 20 October 2020