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Tax Exemptions

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Check tax exemption on income from super pension assets

The existence of segregated or unsegregated assets in an SMSF determines how the tax exemption on a pension is calculated, and timing is critical.

Tax and the financial planning process

A perfect tax system would not affect how people save and invest, but in practice, there are many ways that Australia's tax system influences investor behaviour.

Government caps tax exemption on pension earnings

Here's the full Media Release of today's changes to superannuation, including capping the tax-free earnings from assets supporting a pension at $100,000 a year. The reforms will affect individuals with more than $2 million in super assets, or about 16,000 people in 2014-15. A concessional tax rate of 15 per cent will apply to earnings above $100,000.

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Building a lazy ETF portfolio in 2026

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