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Browsing Tag

superannuation

38 posts
PPersonal finance
Tax Office imposes death tax on family homes by stealth
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Tax Office imposes death tax on family homes by stealth

  • February 4, 2026
Matthew Burgess, director of View Legal, said overall TD2026/D1 is a helpful summary of key rules in this…
PPersonal finance
Superannuation inheritance warning as Aussie kids face avoidable $320,000 tax hit: 'Completely gone'
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Superannuation inheritance warning as Aussie kids face avoidable $320,000 tax hit: ‘Completely gone’

  • February 3, 2026
If you inherit your mum or dad’s super fund, you can pay tax of up to 32 per…
PPersonal finance
Superannuation change flagged for Aussies after $1 billion lost in dramatic fund collapses
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Superannuation change flagged for Aussies after $1 billion lost in dramatic fund collapses

  • January 28, 2026
Assistant Treasurer Daniel Mulino is reportedly eyeing new rules governing the movement of superannuation funds. (Source: AAP/Getty) The…
PPersonal finance
Superannuation balance that puts you in the top 10 per cent of Aussies by age
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Superannuation balance that puts you in the top 10 per cent of Aussies by age

  • December 30, 2025
Financial adviser James Wrigley encouraged Aussies to consider extra contributions if they wanted to boost their super balance.…
PPersonal finance
BlackRock Loses $5.9 Billion Mandate From Dutch Pension PME
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BlackRock Loses $5.9 Billion Mandate From Dutch Pension PME

  • December 15, 2025
PME, a Dutch pension fund overseeing about $70 billion, has severed ties with BlackRock Inc. based on an…
PPersonal finance
Superannuation giant HESTA hit with extra licence restrictions as APRA raises governance, risk concerns
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Superannuation giant HESTA hit with extra licence restrictions as APRA raises governance, risk concerns

  • December 11, 2025
One of Australia’s largest superannuation funds HESTA has been hit with regulatory action, after a “severe, prolonged disruption”…
PPersonal finance
Trump says Australia’s 12% ‘superannuation’ system could be a model for the US. What that might mean for your retirement
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Trump says Australia’s 12% ‘superannuation’ system could be a model for the US. What that might mean for your retirement

  • December 10, 2025
President Donald Trump recently suggested that the U.S. could learn something from Australia’s superannuation retirement system. He didn’t…
PPersonal finance
Critical superannuation tax reminder facing million of Aussie retirees: 'People don't know'
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Critical superannuation tax reminder facing million of Aussie retirees: ‘People don’t know’

  • November 16, 2025
Terry Vogiatzis, Founder and Director of Omura Wealth Advisers, was recently named advisor of the year. (Source: LinkedIn/Getty)…
PPersonal finance
Canada’s Top Pension Slows Direct Investment in Growth Equity Amid Tepid Returns
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Canada’s Top Pension Slows Direct Investment in Growth Equity Amid Tepid Returns

  • November 15, 2025
Canada Pension Plan Investment Board is revamping a private equity strategy that focuses on high-growth companies after getting…
PPersonal finance
Ontario Teachers’ Pension to Make Cuts to Asia Real Estate Team
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Ontario Teachers’ Pension to Make Cuts to Asia Real Estate Team

  • November 15, 2025
Ontario Teachers’ Pension Plan will disband its Singapore-based Asia real estate team by the end of next year,…
PPersonal finance
Warning over 'once in a generation' superannuation change coming in months as ATO seeks earlier visibility
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Warning over ‘once in a generation’ superannuation change coming in months as ATO seeks earlier visibility

  • November 11, 2025
ATO deputy commissioner Emma Rosenzweig has urged employers to prepare for payday super now. (Source: ATO/AAP/Getty) The Australian…
PPersonal finance
Quebec Premier Pushes C$496 Billion Pension to Invest at Home
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Quebec Premier Pushes C$496 Billion Pension to Invest at Home

  • November 11, 2025
Quebec Premier Francois Legault said he wants the province’s pension fund to invest more locally, including making bets…
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