Yesterday
Why a market downturn is the best time to boost super contributions
Boosting contributions now lets you buy more units at lower prices, reducing your average cost and accelerating gains when markets rebound.
This Month
Stand up to whinging gas giants
Readers’ letters on a controversial drawing in The Australian Financial Review, gas tax, replacing Jacinta Allan, and self-managed superannuation funds.
Diversa’s big super clients take fee concerns directly to APRA
Two major clients of the private equity-backed retirement trustee are worried their customers are being overcharged, raising the matter with the regulator.
What 4pc inflation could do to your retirement savings
A sustained increase in average inflation would be a drag on retirement income. Here are three ways to help protect your portfolio.
4 red flags that would stop me setting up an SMSF
Avoid SMSFs if you feel pressured by sales tactics, spot opaque structures, hear illegal early access promises or overestimate your investment prowess.
How to keep your seniors’ health card as deeming rates rise
Generous medical benefits worth up to $3,000 can be kept by monitoring income buffers and using superannuation structures to navigate rising deeming rates.
Wilson makes ‘modest profit’ betting against Australian sharemarket
Shadow treasurer Tim Wilson says he made a modest profit from the sale of the bear market ETF, but the fund shows its value has fallen 75 per cent since it was purchased in 2020.
The hidden death duty in super and how to beat it
More taxes than you might realise will eat into any super you leave to your children, but they are not the only thing you need to consider.
February
The SMSF ‘double contribution’ strategy for a $62,500 tax deduction
Concessional caps will increase for the first time in two years, allowing for more pre-tax voluntary payments and enhanced salary sacrifice benefits.
Loose rules mask new shadow cabinet’s share trading accounts
Members of Angus Taylor’s new frontbench have declined to detail the contents of their share trading accounts, raising transparency and accountability concerns.
ATO targets 93,000 SMSFs in $1trn sector crackdown
One in seven self-managed superannuation funds don’t file tax returns on time, exposing a key problem for the ATO’s oversight of the fast-growing sector.
3 reasons to watch Labor’s new super tax (even if you don’t have $3m)
A looming 2026 valuation deadline and quirk in how investment returns are calculated mean every trustee should be aware of the new tax.
‘Data is undeniable’: SMSFs are being created at a record pace
Booming demand for DIY super is being driven by investors wanting more control over their retirement savings, despite the risks around switching funds.
600 victims of super’s forgotten collapse feel left behind
Nearly 50 ASIC staff are working across 26 investigations into Shield and First Guardian, but Australian Fiduciaries investors feel frustrated by a lack of action. Here’s what they can do.
How the new super tax makes death ‘excruciatingly expensive’
Division 296 tax is being characterised by some as a “stealthy” inheritance tax and financial advisers are predicting a rush of super withdrawals.
Australia will pay for its Darwin Port mistake
Readers’ letters on the Darwin Port sale, Chalmers’ efforts on inflation, Adelaide Writers’ Week, the RBA’s interest rate decision, and AI and climate action.
January
Tax-free super allowance set to rise to $2.1 million
The lifetime limit on how much you can move into a tax-free retirement pension is set to increase from $2 million to $2.1 million.
Missed profits form big part of Shield, First Guardian compensation
A third of the compensation awarded to victims of the Shield and First Guardian funds are based on their hypothetical missed investment profits.
3 ways to beat the new super tax
With the new super tax slated to start in less than six months, we ask the experts for strategies you can put in place now to limit your potential liability.
AMP chairman says new CEO has growth mandate with clean-up complete
After repairing AMP’s culture and selling assets following the Hayne royal commission, Alexis George resigns as chief executive with Blair Vernon her successor.
