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9 June 2026
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In recent months, both sides of politics have explained what they mean by 'retrospective' changes to policy, and their new superannuation rules fall into their own definitions.
The radical changes to contribution caps and retrospective treatment of large balances in pension accounts will force many people to reconsider their retirement plans.
The Reader Survey on potential superannuation changes showed again how passionate and engaged our readers are, attracting around 700 responses. Full details with comments show wide diversity of views.
There are two massive changes to super in the Budget: a $1.6 billion cap on the amount that can be held in super tax-free, and a $500,000 lifetime cap on non-concessional contributions.
Please take our survey on your attitude to potential changes in the superannuation rules in the Federal Budget 2016. It will only take a minute or so. What would you change?
The cultural shortcomings of banking are being obscured by the more prominent scandals in wealth management. Without a legal fiduciary obligation to customers, are banks fulfilling the social role expected of them?
New CGT rules promise fairness, but could young investors lose out? A practical scenario reveals how changes impact deposit goals, investment choices, and long-term wealth building for the next generation.
Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.
Machine learning has been touted a game changer investment management. But a new study overturns claims that AI can generate positive alpha in mutual funds. Here are some practical takeaways for investors.
A 150-year view shows inflation's upward bias, driven by shifting monetary regimes and war stocks. This marks an end to the low-inflation boom that enriched boomers and ushers in a higher-inflation era for younger investors.
A shrinking adviser workforce and rising costs are squeezing access to financial advice, just as demand surges. Expanded tax deductibility offers a modest but meaningful boost to affordability.
A reflection on travel mishaps, smart decision-making, time pressures and rebuilding health habits. Three months in, here's how to navigate the surprising realities of life after work.
Amid a national productivity crisis, new economic analysis finds the tax changes in the 2026 Federal Budget create Australia’s first-ever by design 'Productivity Tax', where young people will pay the biggest price.