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6 days ago | 
afr.com | Michelle Bowes |Andrew Hobbs |Lucy Dean
Michelle Bowes, Andrew Hobbs and Lucy DeanMay 9, 2025 – 11.24am or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? For Jamie Nemtsas, principal of Melbourne-based financial advisory Wattle Partners, the plan to lift the tax rate on the earnings of superannuation balances above $3 million to 30 per cent isn’t just creating a headache for him at work. It’s also personal. Loading...
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1 week ago | 
afr.com | Michelle Bowes
May 8, 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? After building a successful small business over 24 years, Joe Rinaldi faced a dilemma.
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1 week ago | 
afr.com | Michelle Bowes
May 5, 2025 – 5.08pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Gains by Labor and the Greens make it more likely laws to impose higher taxes on big superannuation balances will be passed by parliament – and the measure may kick in at $2 million.
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1 week ago | 
afr.com | Michelle Bowes
May 2, 2025 – 3.32pm 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 bills for unpaid tax and associated penalties are “life-changing and unexpected”.
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2 weeks ago | 
afr.com | Michelle Bowes
Apr 30, 2025 – 3.56pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Wealthy families are being hit with huge bills for unpaid taxes and penalties as the Australian Taxation Office uses sweeping powers to investigate taxes on family trust distributions dating back more than 30 years.
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3 weeks ago | 
afr.com | Michelle Bowes
Apr 23, 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? A founder creates and grows a thriving business, and lures their child – or children – to work in the business with promises that “one day, this will all be yours”.
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1 month ago | 
afr.com | Lucy Dean |Andrew Hobbs |Michelle Bowes
Skip to navigationSkip to contentSkip to footerHelp using this website - Accessibility statementTrading platforms experienced record volumes earlier this week as retail investors – apparently unperturbed by the turmoil – bought bruised American tech stocks, global ETFs and gold. But by Thursday the impulse to “buy the dip” had switched to “sell the rip”, according to Gemma Dale, the director of SMSF and investor behaviour at Nabtrade, which notched up recording trading volumes on Monday.
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1 month ago | 
afr.com | Michelle Bowes
Apr 9, 2025 – 7.37pm 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 majority of Australians have their retirement savings in a superannuation investment option dubbed “balanced” or “growth”. Typically, 60 per cent of the money will be invested in growth assets, such as shares, while the other 40 per cent is given over to defensive assets such as bonds. Loading...
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1 month ago | 
afr.com | Michelle Bowes
Apr 7, 2025 – 6.00pm or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? Frustrated superannuation fund members have complained of being unable to access their accounts online to check balances or change investment options in the midst of market volatility.
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1 month ago | 
afr.com | Michelle Bowes
Apr 4, 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? A sum of $706,806 at 55. That’s the average inheritance Australians receive and the age at which they get it. Such gifts are, of course, welcome.
