TOPIC
SUPERANNUATION News & Analysis
Retirement
Morningstar Q3 superannuation survey
We explore 404 super options in our third quarter report.
Annika Bradley | 22 November 2023
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
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
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
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
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
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
Retirement
The top shares of Australia’s best performing super funds
And our equity analysts’ outlook for the stocks.
Shani Jayamanne | 09 October 2023
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
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
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