Today
- Opinion
- Inheritance
How to claim your spouse’s super after they die
There’s a way to move their retirement savings to your super – this is how to get things going.
- Meg Heffron
This Month
- Opinion
- Super Q&A
Can a couple transfer shares from an SMSF into their own names?
The short answer is ‘yes’ but there will be some complexity, paperwork and fees involved.
- John Wasiliev
- Opinion
- Opinion
How to respond if the ATO contacts you about super contributions
It should be easy but many taxpayers are befuddled by the process of making personal deductible contributions to super.
- Colin Lewis
Why it’s time to rediscover unloved assets
Debt markets, overlooked healthcare stocks and small caps are among the opportunities professional investors are betting on for the year ahead.
- Joanna Mather
- Opinion
- Opinion
How I went from Chanticleer to surf, sun and financial security
Retirement planning has wormed its way into the mind of former Chanticleer columnist Tony Boyd, eight months after he swapped full-time work for the ocean and his grandkids.
- Tony Boyd
- Opinion
- Opinion
Savvy super savers will avoid the $3m threshold. Here’s how
A tax increase to 30 per cent on super balances over $3 million will invariably shift investor behaviour.
- Tim Mackay
- Exclusive
- Superannuation
Improve retirement products, Jim Chalmers warns super funds
The Treasurer said uncertainty about expenses, particularly in the latter part of retirement, including aged care, lead to many retirees retain more money than needed.
- Ronald Mizen
- Opinion
- Superannuation
Accountants the ‘big omission’ from financial advice overhaul
Accountants represent a pool of specialists ideally placed to fill the crucial financial advice gap, but they have been largely ignored.
- Peter Burgess
November
ASFA debunks $3m super tax farm sale fears
One-third of super savers with more than $3 million also had an investment property, research has found, and one-third of those negatively geared that asset.
- Hannah Wootton
Big banks, insurers on the hook to pay Dixon Advisory compo claims
The government has set aside $250 million to help victims of misconduct. But the collapsed financial firm’s clients are out of pocket by significantly more.
- Jonathan Shapiro and Carrie LaFrenz
- Opinion
- Opinion
What to do to protect your SMSF from fraud
Beefed-up proof-of-identity rules aim to protect SMSFs from scams, but will mean more paperwork for trustees.
- Updated
- Meg Heffron
Macquarie wealth investment strategy chief exits
Street Talk understands Jason Todd has vacated his post after almost six years in the job.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Three ways to check your super fund is doing its job
Being able to compare performance is particularly important for SMSF members given they can operate in a vacuum when it comes to investment return comparisons.
- Ben Smythe
- Explainer
- SMSFs 101
How much people with SMSFs accumulate, in seven charts
DIY super funds can help build wealth for a luxury retirement. Here is who is most likely to have one, and what they invest in.
- Tom Richardson
When can I get $2m into tax-free super income stream?
A reader wanting to move into retirement phase in his SMSF wonders whether inflation is high enough for the cap to move up another $100,000 from $1.9 million.
- John Wasiliev
Integrated Portfolio Solutions seeks buyer; Berkshire mandated
Prospective bidders are being told IPS’s preferred deal would see current owners exit in full, but management is open to being paid a portion in equity.
- Sarah Thompson, Kanika Sood and Emma Rapaport
What you’ll owe under new super tax if your balance hits $3.5m
There are nine key takeouts on how it will work, plus how to plan ahead to minimise the impact.
- Colin Lewis
When changing pension means extra tax for your kids after you die
It may seem simper to streamline multiple income streams in retirement, but there could be more compelling reasons to leave things the way they are.
- John Wasiliev
- Opinion
- Sharemarket
How to avoid getting burnt investing in AI and EVs
History shows you’re better off backing the theme via an ETF rather than trying to pick the winners.
- Tim Mackay
- Opinion
- Opinion
How you can have $20m in super and dodge the new $3m tax
Clawing back concessions for high-wealth individuals may fail. A deeming rate applying to everyone could be simpler and fairer.
- Peter Burgess
