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SUPERANNUATION News & Analysis

Morningstar Q3 superannuation survey
Retirement

Morningstar Q3 superannuation survey

We explore 404 super options in our third quarter report. 
Annika Bradley | 22 November 2023
A closer look at UniSuper and AustralianSuper
Special Reports

A closer look at UniSuper and AustralianSuper

The quarterly Morningstar Superannuation Survey focuses on fund performance, total fees (including investment and administration), and net assets of...
Annika Bradley | 18 November 2023
UniSuper CIO John Pearce on why the 60/40 portfolio is far from dead
Video

UniSuper CIO John Pearce on why the 60/40 portfolio is far from dead

The $130 Billion SuperFund Manager also talks about how he sees risk, his recent investments, and why history isn’t a good guide to the future.
Graham Hand | 15 November 2023
Boomers and their children unprepared for $3.5 trillion wealth transfer
Retirement

Boomers and their children unprepared for $3.5 trillion wealth transfer

A new report suggests most Australians want to share their wealth with the next generation but are unsure of the best ways to do it.
James Gruber | 25 October 2023
How much does it really cost to run an SMSF?
Retirement

How much does it really cost to run an SMSF?

Guidance from ASIC previously stated that balances above $500,000 allowed the flat fee administration to make sense. Research now calls for a...
Shani Jayamanne | 16 October 2023
How your super will be taxed when you die
Personal Finance

How your super will be taxed when you die

The ins-and-outs of super taxation on death benefits. 
Shani Jayamanne | 15 October 2023
Are you paying tax due to not starting a super pension?
Retirement

Are you paying tax due to not starting a super pension?

Pension payments in super after the age of 60 are tax free and anyone over 65 can switch their super into a pension account even if they do not...
Graham Hand | 12 October 2023
The top shares of Australia’s best performing super funds
Retirement

The top shares of Australia’s best performing super funds

And our equity analysts’ outlook for the stocks.
Shani Jayamanne | 09 October 2023
New tax gives incentive to move money out of super
Retirement

New tax gives incentive to move money out of super

The new super tax is a heavy surcharge on long-term investments because most of the gains from growth assets come from value gains which are mainly...
Ashley Owen | 04 October 2023
How the 30% super tax will hit balances over $3 million
Retirement

How the 30% super tax will hit balances over $3 million

It’s a better solution than forcing assets out of super or imposing personal marginal tax rates. But perhaps the bigger question is, what...
Graham Hand | 03 October 2023