Joanna Mather

1 week ago | afr.com | Joanna Mather

Investment company Australian Fiduciaries is being investigated for potential malfeasance involving hundreds of self-managed superannuation funds and $160 million in retirement savings. The Australian Securities and Investments Commission has taken Federal Court action to appoint receivers to the entity responsible for Brisbane-based Australian Fiduciaries while it investigates possible wrongdoing. Loading...

3 weeks ago | afr.com | Joanna Mather |Michelle Bowes

Jun 6, 2025 – 1.48pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Labor’s $3 million superannuation tax is set to permanently alter the complexion of self-managed superannuation funds because trustees and their advisers may be tempted to stack them full of low-growth, dividend-producing assets.

4 weeks ago | afr.com | Michelle Bowes |Joanna Mather

May 30, 2025 – 5.21pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? At a press conference in early 2023, Prime Minister Anthony Albanese and Treasurer Jim Chalmers announced their plans to impose a higher tax rate on the earnings of superannuation balances above $3 million. The measure would help pay down the $1 trillion debt inherited from the previous government, Albanese said.

1 month ago | afr.com | Joanna Mather

May 19, 2025 – 12.18pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? A judge says bitcoin is just another form of money, which means it could be exempt from capital gains tax – a decision that upends the Australian Taxation Office’s approach to taxing cryptocurrency and could open the door to millions in refunds.

1 month ago | afr.com | Joanna Mather

May 13, 2025 – 5.00am or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Within public policy, research and practice circles there is a collective hunch that generative AI will go a long way to fixing financial advice’s chief problem, which is making it more affordable for ordinary people. But we’re a long way from turning that assumption into reality. Loading...