6 November 2025

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The growing debt burden of retiring Australians Four best-ever charts for every adviser and investor Preparing for aged care Our experts on Jim Chalmers' super tax backdown LICs vs ETFs – which perform best?

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Home / Tax Aware Investing

Tax Aware Investing

1-3 out of 3 results.

4 rules for measuring after-tax investing success

Raewyn Williams
29 June 2017

Is the tax payable on your investment earnings eroding returns unnecessarily? Changes to the way fund managers invest so that tax-effects are part of the investment decision can make a meaningful difference.

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.

Value of tax-aware investment management

Harry Chemay
1 May 2015
7

The investment performance of super funds and other investment managers has historically been measured against pre-tax indices. Once tax is taken into account, the return on investments is quite different.

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The growing debt burden of retiring Australians

More Australians are retiring with larger mortgages and less super. This paper explores how unlocking housing wealth can help ease the nation’s growing retirement cashflow crunch.

Harry Chemay
29 October 2025

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Romano Sala Tenna
15 October 2025

Preparing for aged care

Whether for yourself or a family member, it’s never too early to start thinking about aged care. This looks at the best ways to plan ahead, as well as the changes coming to aged care from November 1 this year.

Brooke Logan
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Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.

James Gruber
15 October 2025

LICs vs ETFs – which perform best?

With investor sentiment shifting and ETFs surging ahead, we pit Australia’s biggest LICs against their ETF rivals to see which delivers better returns over the short and long term. The results are revealing.

James Gruber
29 October 2025

Family trusts: Are they still worth it?

Family trusts remain a core structure for wealth management, but rising ATO scrutiny and complex compliance raise questions about their ongoing value. Are the benefits still worth the administrative burden?

Peter Bardos
22 October 2025

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