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TAX EFFICIENCY News & Analysis

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
Should you take out private health insurance?
Personal Finance
Should you take out private health insurance?
If you’re earning over $97,000, you’re being charged a Medicare Levy Surcharge. Should you take out private health insurance to avoid it?
Shani Jayamanne | 14 May 2025
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark LaMonica, CFA | 04 May 2025
The most overlooked investment property deductions
Personal Finance
The most overlooked investment property deductions
An investment property tax expert runs through what every investment property owner should know
Shani Jayamanne | 17 March 2025
A checklist for investment properties in super
Personal Finance
A checklist for investment properties in super
A round-up of the factors that should be front of mind, including insights from an investment property tax expert
Shani Jayamanne | 25 February 2025
Save on tax with Education Bonds
Personal Finance
Save on tax with Education Bonds
The tax efficient way for parents to save on education expenses. 
Shani Jayamanne | 08 October 2024
A capital gains tax discount is legitimate but how much?
Personal Finance
A capital gains tax discount is legitimate but how much?
Like negative gearing, discounted capital gains tax, is criticised for giving investors an edge over first-home buyers. A discount is justified but...
Graham Hand | 07 October 2024
3 ways to Moneyball your investing approach
Personal Finance
3 ways to Moneyball your investing approach
It has been more than 20 years since Michael Lewis wrote Moneyball. Here are three practical lessons from the book to become better at investing.
Mark LaMonica, CFA | 01 September 2024
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
Investing Compass: What return are you actually getting from shares?
Stocks
Investing Compass: What return are you actually getting from shares?
We break down each of the components of a total return to understand what you get at the end of your investment. 
Mark LaMonica, CFA | 10 November 2023