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4 major new financial year super changes — Investing, Super & SMSF
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4 major new financial year super changes

Tomorrow’s the start of the new financial year. As always, this brings with it changes to superannuation rates, caps and taxes. Here’s a run-down on the four major changes.

Paul Rickard · June 30, 2025
Questions of the Week — Q&A, Super & SMSF
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Questions of the Week

Can retail shareholders participate in Xero’s capital raising? Who pays the tax on the new super tax on balances over $3 million? Is Telix Pharmaceuticals a buy, hold or sell? Are there any changes to the super contributions caps next year?

Paul Rickard · June 26, 2025
Questions of the Week — Q&A, Super & SMSF
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Questions of the Week

With the chatter about uranium stocks, do the major brokers prefer Paladin or Boss Energy? Can my 14 year old daughter, who works at McDonalds, get the super co-contribution from the Government? Is the ASX changing how the stock market opens? What are the rules around the spouse super contribution?

Paul Rickard · June 19, 2025
6 top tax tips for 2025 — Investing, Super & SMSF
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6 top tax tips for 2025

With the end of the financial year just two weeks away, you don’t have long to act to ensure you pay the optimal amount of tax. To that end, here are our 6 top tax tips for you to take advantage of.

Paul Rickard · June 16, 2025
Questions of the Week — Q&A, Super & SMSF
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Questions of the Week

Is Macquarie still a buy? Why has OncoSil’s share price been so volatile and what is our perspective on their prospects? What are the rules to follow to get the government super co-contribution for a grandchild? What is the price target for Wesfarmers?

Paul Rickard · June 12, 2025
Questions of the Week — Q&A, Super & SMSF
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Questions of the Week

Is QUAL (the Van Eck MSCI International Quality ETF) a good way to invest offshore? How can I get shares in the Virgin IPO? What are the rules about accessing the ‘bring forward’ rule to make a large super contribution? Do the major brokers see any upside with Brambles?

Paul Rickard · June 5, 2025
Questions of the Week — Q&A, Super & SMSF
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Questions of the Week

Is Aristocrat Leisure, which has been a top performer, in the buy zone? Although our super balances are individually less than $3m but more than $3m in aggregate, if my spouse dies, will I have to pay the new super tax? Do you think President Trump has a plan? Is APA a buy at over $8.00?

Paul Rickard · May 29, 2025
5 tips to minimise the impact of the new $3m super tax — Investing, Super & SMSF
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5 tips to minimise the impact of the new $3m super tax

If your super balance is $3 million or more, there’s a high chance of paying more tax next year. There are strategies that can be employed to mitigate the impact of this new tax. Below are five tips but before that, I’ve done a review of how the tax will work in practice.

Paul Rickard · May 26, 2025

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