30 June 2025

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Australian house prices close in on world record The case for the $3 million super tax 7 examples of how the new super tax will be calculated The revolt against Baby Boomer wealth Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

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Edition: 171

1-7 out of 7 results.

Edition 171

2 September 2016

One minute the Treasurer has 'no intention of revisiting' the superannuation changes, next 'compromises' are presented to angry backbenchers, then budget repair is a 'massive moral challenge' to protect 'intergenerational fairness' - all in the space of a few days. Financial advisers have never been busier although they don't know the rules they are working with.

How Canberra explained super changes to me

Noel Whittaker
1 September 2016
19

A conversation with Government officials on the proposed super changes shows there is some logic behind those numbers.

The other self managed super funds

Julie Steed
1 September 2016
1

For SMSF members concerned about losing mental capacity or who no longer have the desire for trustee responsibilities, it might be worth considering a small APRA fund.

Finding beneficial tax alternatives to super

Alan Hartstein
1 September 2016
2

If contribution caps and lifetime limits on superannuation are getting in the way of long-term savings goals, there are other tax-effective alternatives available, especially investment bonds for higher income earners.

SMSFs need vigilance with money in and out

Monica Rule
1 September 2016
1

Payments in and out of SMSFs involve legal grey areas where contributions could be made unintentionally and benefits might not be considered paid as intended. Watch those flows.

Business and social lessons learnt from 'jumping ship'

Michael Traill
1 September 2016

Michael Traill moved from investment banking to social investing over a 30 year journey. He shares the key themes from his new book, 'Jumping Ship', and his personal motives in writing it.

What readers think about a bank royal commission

Leisa Bell
31 August 2016
3

The majority of responses to our survey were opposed to a bank royal commission, although the many comments received show a diverse range of strong opinions, and varying degrees of support for different points made.

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Most viewed in recent weeks

Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

James Gruber
21 May 2025

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

Harry Chemay
28 May 2025

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

ASFA
18 June 2025

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

James Gruber
11 June 2025

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

Meg Heffron
4 June 2025

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

John Abernethy
28 May 2025

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