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POLICY News & Analysis

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
Is the "watch and wait" investing strategy for you?
Personal Finance
Is the "watch and wait" investing strategy for you?
I walk a potential watchlist candidate through some of my investing criteria.
Joseph Taylor | 18 November 2024
Self-reflection as a key to investing success
Personal Finance
Self-reflection as a key to investing success
Is the investing baggage you carry hampering your ability to achieve your goals?
Mark LaMonica, CFA | 15 October 2024