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Graham Hand

Treasury's views on super not all predatory

* Dr Martin Parkinson, recently-appointed Secretary to the Treasury, makes all the right statements about the value of superannuation.

What the PM actually said about taxing the over-60s

* Over 60 and worried about a new tax on super withdrawals? No need - apparently, the current policy was set in stone 2 1/2 years ago.

Lost super now $17 billion

* ATO recently estimated that $17 billion of superannuation has been lost by members. Check ato.gov.au to see if some of it is yours.

We live in interesting times: the game-changers in 2013

What a time to launch a superannuation website and newsletter! The super, advice and investing landscape is facing more game-changers at the moment than at any time since the introduction of compulsory super in 1992.

Latest Updates

Planning

How the typical Australian Family could save $844,350 in taxes

The value of a testamentary trust is not determined by wealth alone. Depending on circumstances, it can reduce the tax burden on inherited income, create efficiencies and help build intergenerational wealth.

Superannuation

There's a reason why your super is locked up until your 60s

For decades, it seemed settled. Then one controversial idea reignited a debate that could reshape the financial future of millions. The real question isn’t who’s right or wrong, but whether a long-held assumption deserves another look.

Property

The housing slide could become a crash

House prices are sliding across Australia, yet the most dangerous ingredient for a housing crash is still missing. If job losses surge amid growing economic risks, today's correction could become a historic property downturn.

Retirement

Under-retiring: The greatest retirement risk in a generation

Two retirees. Similar savings. Completely different lives. New research from Challenger reveals why some Australians confidently spend in retirement while others hold back and the overlooked factor shaping retirement decisions.

Five risks to watch in markets

Things you may often hear are: a recession is around the corner, markets are overpriced, the AI sector is about to flop at any moment. It’s like the never-ending laundry pile that sits in my house, it never really disappears.

Investment strategies

Do you qualify as ‘rich’?

What does it mean to be 'rich'? For something so universally desired, it is surprisingly difficult to define. That ambiguity creates a challenge for investors and raises a bigger question about what financial success really looks like.

Investment strategies

If you’re worried about your bond portfolio, you’re missing the point

Most investors think they know what bonds are for. But when markets turn volatile, a surprising misunderstanding can lead to costly decisions. Here’s the overlooked lesson that could change how you view your portfolio.

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