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TAX CONCESSIONS News & Analysis

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
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
Future Focus: New super tax could slash your retirement savings
Personal Finance
Future Focus: New super tax could slash your retirement savings
More Australians will be impacted by Div 296 and unrealised capital gains than you think.
Shani Jayamanne | 12 May 2025
8 investment pools in the new tax hierarchy
Retirement
8 investment pools in the new tax hierarchy
The new tax on super over $3 million brings alternatives into play for tax efficiency. For investors who can be bothered juggling different types of...
Graham Hand | 19 August 2024
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
Six ways the Budget Office is probing super taxes
Retirement
Six ways the Budget Office is probing super taxes
The Parliamentary Budget Office has released its first 'super explainer' and it shows how they think - and perhaps reveals future targets.
Graham Hand | 04 May 2023
Most people (and the ATO) do not know their super tax
Retirement
Most people (and the ATO) do not know their super tax
The method used to calculate the new $3 million super tax has uncovered a key issue. Nobody holds a consolidated view of taxable income on super, not...
Graham Hand | 16 March 2023
$5 million cap punishes 30 years of super saving
Retirement
$5 million cap punishes 30 years of super saving
A house bought 40 years ago is capital gains tax-free. So why should the person who decided to forego the extravagant home and invest in super be...
Graham Hand | 16 February 2023
10 end of financial year tips for your SMSF
Retirement
10 end of financial year tips for your SMSF
Life in 2020 might have been anything but normal, but tax remains an immutable certainty.
Anthony Fensom | 09 June 2020