9 July 2025

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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 Are franking credits hurting Australia’s economy?Here's what should replace the $3 million super tax

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Assets

1-4 out of 4 results.

Navigating broken relationships and untangling assets

Danielle Hart, Jane Koelmeyer
15 January 2025
1

Untangling assets after a broken relationship can be daunting. But approaching the situation fully informed, in good health and with open communication can make the process more manageable and less costly.

Reader Survey on retirement income

Firstlinks
4 August 2021
61

There has been an excellent response in reader engagement and comments to our recent articles and podcasts on retirement income. Tell us what you think in this short survey and the results will go to Treasury.

Seven steps to easier management of your estate

Jonathan See
16 December 2020

Don't make life difficult for the person trusted to manage your estate. Find the time to arrange your documents, contacts, online accounts and files in a convenient place, including giving them some cash.

Financial assets performance over time

Phil Ruthven
17 October 2018
2

There is no single asset class that consistently outperforms all others year on year but over the long term (>10 years), actively managed asset classes have performed better, and all asset classes have outperformed inflation.

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Most viewed in recent weeks

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

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

James Gruber
18 June 2025

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.

Tony Dillon
2 July 2025

The huge cost of super tax concessions

The current net annual cost of superannuation tax subsidies is around $40 billion, growing to more than $110 billion by 2060. These subsidies have always been bad policy, representing a waste of taxpayers' money.

Ron Bird
4 June 2025

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