Morningstar Investor users sign in here.
TOPIC

SUPERANNUATION News & Analysis

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
Why you shouldn't wait until 35 to take your super seriously
Retirement
Why you shouldn't wait until 35 to take your super seriously
A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. I don't agree. 
Shani Jayamanne | 12 June 2024
Are industry super funds too big to be successful?
Retirement
Are industry super funds too big to be successful?
Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?
James Gruber | 03 June 2024
Taxing unrealised super capital gains – is there a better idea?
Stocks
Taxing unrealised super capital gains – is there a better idea?
The efficacy and fairness of establishing an unrealised gains tax regime will hopefully be hotly debated at the next election. We need better ideas...
John Abermethy | 30 May 2024
Miss these tax season dates at your peril
Retirement
Miss these tax season dates at your peril
When it comes to super, the best time to get ready for EOFY is now. 
Shani Jayamanne | 27 May 2024
Australians feel ill-prepared for retirement, one cohort is an exception.
Personal Finance
Australians feel ill-prepared for retirement, one cohort is an exception.
Australian retirement savings in numbers.
Shani Jayamanne | 24 May 2024
An investor's view of the budget
Personal Finance
An investor's view of the budget
Morningstar's James Gruber breaks down the key numbers, policies, and economic forecasts, as well as some conclusions for superannuants and retirees.
James Gruber | 20 May 2024
Why Aussies are better investors
Personal Finance
Why Aussies are better investors
Our latest Investing Compass episode looks at the factors behind why Australians have been successful investors
Shani Jayamanne | 20 May 2024
$3 million super tax coming whether we’re ready or not
Retirement
$3 million super tax coming whether we’re ready or not
A Senate Committee reported back last week with a majority recommendation to pass the $3 million super tax unaltered. It seems that the tax is...
Meg Heffron | 19 May 2024
How much does it really cost to run an SMSF?
Retirement
How much does it really cost to run an SMSF?
Use our free calculator to compare the cost against an industry or retail super fund
Shani Jayamanne | 15 May 2024