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TAX News & Analysis

Should you sell an underperforming ETF?
Personal Finance
Should you sell an underperforming ETF?
Lagging investments happen to the best of us.
Simonelle Mody | 18 June 2025
The revolt against Baby Boomer wealth
Personal Finance
The revolt against Baby Boomer wealth
The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks...
James Gruber | 18 June 2025
Have these tax loss selling candidates fallen too far?
Stocks
Have these tax loss selling candidates fallen too far?
These two ASX shares have had the year from hell. According to our analysts, this could spell an opportunity.
Joseph Taylor | 17 June 2025
Transitioning to a ‘grown up’ portfolio
Personal Finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
Shani Jayamanne | 13 June 2025
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
What changes are coming into effect 1 July 2025?
Personal Finance
What changes are coming into effect 1 July 2025?
And what should investors pay attention to?
Shani Jayamanne | 02 June 2025
Future Focus: One of the most generous tax breaks in Australia 
Personal Finance
Future Focus: One of the most generous tax breaks in Australia 
But only if people owning a home get it right.
Shani Jayamanne | 27 May 2025
The ultimate EOFY superannuation checklist for 2025
Retirement
The ultimate EOFY superannuation checklist for 2025
27 important issues you should address before June 30 to ensure that your SMSF or other super fund are in order, and that you are making the most of...
Liam Shorte | 26 May 2025