Joanna Mather

1 week 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.

2 weeks 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.

3 weeks 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...

2 months ago | afr.com | Joanna Mather

Apr 7, 2025 – 7.30pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? The Australian sharemarket experienced its largest one-day loss in five years on Monday and more turbulence is on its way. Retail investors, superannuation savers and retirees are understandably jittery, so we asked financial planners for advice about what to do.

2 months ago | afr.com | Joanna Mather

Apr 6, 2025 – 4.00pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Jo White, 64, refuses to look at her superannuation balance given what’s happened in financial markets over the past few days. “I have no intention of looking at it in the short to medium term because I know I will be deflated,” she says. And she knows things are about to get worse.