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SUPER CONCESSIONS News & Analysis

The rubbery numbers behind super tax concessions
Retirement
The rubbery numbers behind super tax concessions
In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to...
Tony Dillon | 02 July 2025
Did retirees lose out when they accepted defined benefit schemes?
Retirement
Did retirees lose out when they accepted defined benefit schemes?
Defined benefit pensions were designed to offer security in retirement. But new tax policies and arbitrary limits now erode their value - especially...
Peter Swan | 24 June 2025
The revolt against Baby Boomer wealth
Personal Finance
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...
James Gruber | 18 June 2025
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
Meg on SMSFs: Withdrawing assets ahead of the $3m super tax
Retirement
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...
Meg Heffron | 09 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
10 ways to fix Australia’s broken retirement income system
Retirement
10 ways to fix Australia’s broken retirement income system
Our retirement income system has too many rule changes, too many options, poorly explained and then seemingly at odds with each other when...
Kaye Fallick | 04 March 2025
Why tapping super for housing is a bad idea
Personal Finance
Why tapping super for housing is a bad idea
The Coalition is continuing to push for superannuation to be used for housing deposits. It's a bad idea on several fronts, including that it would...
Saul Eslake | 01 October 2024
8 investment pools in the new tax hierarchy
Retirement
8 investment pools in the new tax hierarchy
The new tax on super over $3 million brings alternatives into play for tax efficiency. For investors who can be bothered juggling different types of...
Graham Hand | 19 August 2024
Clearing up confusion on the $3 million super tax
Retirement
Clearing up confusion on the $3 million super tax
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to...
Meg Heffron | 17 June 2024