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SUPERANNUATION TAX News & Analysis

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
Young & Invested: Should you withdraw your super for a house deposit?
Personal Finance
Young & Invested: Should you withdraw your super for a house deposit?
Withdrawing your super for a house? Here’s what you should consider first.
Simonelle Mody | 23 April 2025
Are we being ripped off by super?
Retirement
Are we being ripped off by super?
I admire a good deal about super but there is room for improvement. 
Mark LaMonica, CFA | 01 April 2025
Future Focus: Should I stop salary sacrificing to my super?
Personal Finance
Future Focus: Should I stop salary sacrificing to my super?
High income Aussies are going to hit the new super cap - easily. Should we bother?
Shani Jayamanne | 14 March 2025
How much do you need to save for retirement?
Retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear. 
Mark LaMonica, CFA | 10 March 2025
Young & Invested: No end in sight for Australia's housing crisis
Personal Finance
Young & Invested: No end in sight for Australia's housing crisis
Political parties battle the housing crisis as the federal election looms closer. 
Simonelle Mody | 26 February 2025
How do low cost SMSFs compare?
Personal Finance
How do low cost SMSFs compare?
Costs matter a lot to your return outcomes. How do SMSFs compare, and at what balance do they make sense?
Shani Jayamanne | 23 January 2025
Avoiding the superannuation death tax
Retirement
Avoiding the superannuation death tax
How to optimise tax savings on superannuation inheritance. 
Simonelle Mody | 15 January 2025
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 January 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 | 09 January 2025