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SUPER FUNDS 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
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
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
Sim’s monthly insights for May
Personal Finance
Sim’s monthly insights for May
Back to business as usual.
Simonelle Mody | 29 May 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
Young & Invested: How to pick the right super fund
Personal Finance
Young & Invested: How to pick the right super fund
Confused about your super? Here’s where to start.
Simonelle Mody | 20 May 2025
Super funds have performed well, but were they late to the party?
Retirement
Super funds have performed well, but were they late to the party?
Have big super funds piled into alternative assets and the ‘Magnificent Seven’ stocks at the wrong time? With sentiment souring on private equity and...
James Gruber | 07 May 2025
Should I have insurance in super?
Personal Finance
Should I have insurance in super?
Insurance is a necessary evil of a holistic financial plan. I go through the best ways to protect yourself.
Shani Jayamanne | 06 May 2025
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark LaMonica, CFA | 04 May 2025
What returns do you need for a comfortable retirement?
Retirement
What returns do you need for a comfortable retirement?
The math behind your retirement outcomes. 
Mark LaMonica, CFA | 29 April 2025