Today
7 ways the wealthiest will beat the $3m super tax
Investment bonds, an early inheritance for the kids or just cop it on the chin? Affected taxpayers are weighing their options
May
ATO puts wealthy families on notice over $3m super tax
The new tax is not yet law but the ATO wants to understand the “behavioural responses” to the planned tax that might already be occurring.
Fake asset valuations set to surge under $3m super tax regime
Auditors say SMSFs are likely to manipulate asset values in an attempt to avoid or limit the impact of Labor’s super tax.
How this couple earns $150,000 a year in passive income
Peter and Lesley Boyle invested in residential property to increase their wealth. Then they discovered something better.
Your kids will love this strategy for beating the $3m super tax
Wealthy Australians are already searching for strategies to avoid paying more tax on their super, which could lead to a financial windfall for some.
Why auditors fear Labor’s $3m super tax
SMSFs affected by the proposed $3 million super tax will pay more for valuations, audits and accounting services, and are more likely to end up in legal disputes.
Labor has ‘no intention’ to ban SMSF borrowing in $3m tax negotiations
Treasurer Jim Chalmers says negotiations in the Senate to pass Labor’s super tax increase have yet to begin.
How to build an ETF portfolio that can survive Trump turbulence
Donald Trump is changing long-held market assumptions so we asked ETF experts to build portfolios to cope.
5 strategies to deal with Labor’s $3m super tax increase
Two financial advisers with super balances approaching $3 million reveal what they’re doing with their own super and what they’re telling their clients.
Do these 4 things if your kids can’t (or won’t) take over the business
Joe Rinaldi poured his heart and soul into building a profitable car dealership. Then came the realisation he had no successor.
Super tax more likely, Greens stand firm on $2m demand
Election gains by Labor and the Greens make it more likely big superannuation balances will be hit with more tax – and the measure may kick in at $2 million.
The family trust blunder that could send you bankrupt
The tax office is scrutinising family trust distributions dating back decades. Some trustees have been shocked to receive bills worth hundreds of millions of dollars.
April
‘It’s all pervasive’: ATO’s blitz on family trusts threatens financial ruin
Wealthy families are being hit with bills for unpaid taxes and penalties worth hundreds of millions of dollars.
How to avoid a succession fight like the Cue fashion family’s
The legal principle of promissory estoppel is tripping up founders who have made promises but not put them in writing.
Have spare cash? Here’s where to invest $5000 now
With Donald Trump still engaged in a trade war with China and tariff hikes for the rest of the world on hold for the next 90 days, turbulent market conditions are here to stay.
This will cushion your super balance during the Trump slump
Bonds typically act as a counterbalance to equities, providing ballast during share market corrections. But this time around there’s a wrinkle in the system.
Retirees are trying to change their super. They can’t log in
While market volatility is wiping billions off sharemarkets, super members wanting to check their balances or change investments are being hampered by outages.
The average sum Australians will inherit and what to do with it
Inheritances can be life-changing – so long as the money is spent wisely. Here are four options.
March
How this expat turned $6300 into a UK pension worth $370,000
Experts say 2 million Australians could qualify for a UK pension when they retire, but the opportunity is about to become less lucrative.
This could be the magic number for employees paid in shares
Being rewarded for performance or loyalty with restricted stock units can help build wealth. But watch out for tax bill shock and consider limiting exposure to one company to 33 per cent of your wealth.