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Labor risks repeating franking credit calamity with $3M super cap proposal

In the 2019 federal election, Labor’s proposal to abolish cash refunds for excess franking credits went down like a lead balloon. So, will the $3 million cap proposal see Labor revisit history?

Kevin Pelham | 20th May 2024 | More
Hobbled by hubris, industry funds in danger of failing their members

The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the failures are starting to mount.

Tahn Sharpe | 9th Nov 2023 | More
  • More spending guidance during ‘Glory Years’ required: Wattle Partners

    Retirement’s approach requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.

    Lisa Uhlman | 2nd Nov 2023 | More
    Super fees still too high, but change is on the horizon: Research

    Superannuation fees can add up to a huge long-term expenditure, costing Australians with modest super balances thousands of dollars a year. But costs may start to fall, with some funds and new players working to disrupt the structure.

    Nicki Bourlioufas | 12th Oct 2023 | More
  • Regulators skewer super funds for slow progress on retirement income covenant

    A joint review conducted by ASIC and APRA was scathing of funds’ collective attempts to meet their new legal obligation to help fund members plan for retirement, and urged them to “address, with urgency, the gaps in their approach”.

    Tahn Sharpe | 20th Jul 2023 | More
    ‘Neither simple nor fair’: Super stakeholders push back over unrealised gains hurdle

    While the move to tax superannuation balances above $3 million at a higher rate would affect only a handful of people at first, if the threshold is not indexed to inflation, future generations may be turned off from investing in their super, industry leaders say.

    Nicki Bourlioufas | 29th May 2023 | More
    Super fund satisfaction levels drop as market volatility bites

    Australians across the board are less satisfied with their superannuation funds than they were a year ago, a new report from Roy Morgan showed, with share market volatility and industry consolidation acting as major drivers of the decline.

    Lisa Uhlman | 29th Mar 2023 | More
    Super’s purpose is preservation, not solving other problems: Jones

    Speaking at the SMSF Association’s National Conference, the assistant treasurer called out “modern-day Edmund Hillarys” seeking to raid Australia’s “Mount Everest of superannuation” as he pressed the need for an objective for super that prioritises preservation.

    Lisa Uhlman | 27th Feb 2023 | More
    Super tax breaks for mega-rich to cost $53 billion as calls for reform grow

    Superannuation tax breaks will cost the government nearly $53 billion this year, nearly matching the cost of the entire age pension program, according to a new analysis that says major reform is needed. Meanwhile, the government has signalled a tightening of super legislation.

    Lisa Uhlman | 13th Feb 2023 | More
  • LRBA holders to ride property market out, despite volatility blip

    Australians’ penchant for property investment comes with the caveat that patience is a necessary virtue. This applies doubly so for fretful LRBA holders, writes Nicholas Way.

    Nicholas Way | 30th Jan 2023 | More
    Lifecycle super funds not aligned with investment mandates: APRA

    Superannuation funds are more commonly offering ‘lifecycle’ investment options that adjust with a saver’s age. But a recent paper by the superannuation regulator highlights that some of these funds aren’t sticking to their mandates.

    Nicki Bourlioufas | 14th Dec 2022 | More
    Vanguard aims to undercut competitors with lifecycle super fund

    Vanguard Australia recently launched a superannuation product aimed at undercutting competitors, with a low-cost default fund option that adjusts automatically as savers age.

    Lisa Uhlman | 17th Nov 2022 | More
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