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TAX YEAR News & Analysis

Future Focus: One of the most generous tax breaks in Australia 
Personal Finance
Future Focus: One of the most generous tax breaks in Australia 
But only if people owning a home get it right.
Shani Jayamanne | 27 May 2025
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
Why delaying capital gains tax can boost your returns
Personal Finance
Why delaying capital gains tax can boost your returns
In this week’s episode of Investing Compass, we look at ways you can lower the impact of tax on your returns.
Shani Jayamanne | 14 May 2025
Future Focus: New super tax could slash your retirement savings
Personal Finance
Future Focus: New super tax could slash your retirement savings
More Australians will be impacted by Div 296 and unrealised capital gains than you think.
Shani Jayamanne | 12 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
Tax implications when investing in overseas shares and ETFs
Personal Finance
Tax implications when investing in overseas shares and ETFs
A significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign...
Shani Jayamanne | 23 April 2025
Future Focus: Every Aussie deserves a fair go with super
Personal Finance
Future Focus: Every Aussie deserves a fair go with super
I explore places where our system is failing some Aussies as it relates to super tax policy.
Shani Jayamanne | 14 April 2025
Are we being ripped off by super?
Retirement
Are we being ripped off by super?
I admire a good deal about super but there is room for improvement. 
Mark LaMonica, CFA | 01 April 2025
Investing in an ETF listed overseas
ETFs
Investing in an ETF listed overseas
Investors are turning overseas for greater choice but there are some considerations. 
Shani Jayamanne | 24 March 2025