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POLICY News & Analysis

The huge cost of super tax concessions
Retirement
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...
Ron Bird | 09 June 2025
The super tax and the defined benefits scandal
Personal Finance
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...
John Abernethy | 05 June 2025
A deep dive into the proposed new super tax
Personal Finance
A deep dive into the proposed new super tax
This week’s episode of Investing Compass looks at why you need to pay attention to the new Div 296 tax in super.
Shani Jayamanne | 20 May 2025
Future Focus: To the newly elected government - stop failing us on financial literacy
Personal Finance
Future Focus: To the newly elected government - stop failing us on financial literacy
Financial preparedness impacts quality of life. Start investing in it.
Shani Jayamanne | 19 May 2025
Young & Invested: Should you withdraw your super for a house deposit?
Personal Finance
Young & Invested: Should you withdraw your super for a house deposit?
Withdrawing your super for a house? Here’s what you should consider first.
Simonelle Mody | 23 April 2025
Is this a safe way to get higher returns in retirement?
Retirement
Is this a safe way to get higher returns in retirement?
Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?
Mark LaMonica, CFA | 15 April 2025
How much do you need to save for retirement?
Retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear. 
Mark LaMonica, CFA | 10 March 2025
Why systemic risks from Big Super might be overplayed
Personal Finance
Why systemic risks from Big Super might be overplayed
What are the implications of ‘Big Super’ for our economy, financial markets and population? New research looks at the beneficial, detrimental and...
David Bell | 27 February 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
Is the Retirement Income Covenant really the right answer?
Retirement
Is the Retirement Income Covenant really the right answer?
The world and Australia’s retirement landscape have changed a lot since 2020. If the RIC is to achieve its goals, a wider spread of responsibility...
Kaye Fallick | 09 December 2024