Financial advisers say wealthy will accept super tax hike

Financial advisers say wealthy will accept super tax hike

Written by James Weir

James specialises in the theory and best practice of portfolio construction and management. His success within national and international investment banks led him to become a Co-Founder of Steward Wealth and he is a regular columnist for the Australian Financial Review.



Financial Planning



February 3, 2015

James Weir

Financial advisers to some of Sydney and Melbourne’s richer families say they believe their clients mostly accept that tax incentives on superannuation need to be be better targeted even though are likely to have to pay more tax.

This information is of a general nature only and nothing on this site should be taken as personal financial or investment advice, or a recommendation to buy or sell a particular product. You should also obtain a copy of and consider the Product Disclosure Statement before making any decision on a financial product. You should seek advice from Steward Wealth who can consider if the general advice is right for you.

← Prev: Steward Wealth market review January 2015 Next: Fixed income 101 – part 2 →

Subscribe to our newsletter

All our latest news and insights at a glance. Subscribe to our newsletter for regular updates directly into your inbox.

Related Articles

Financial Planning Investments Wealth Management

Superannuation

What’s this $3m tax on super? Explaining Division 296 tax

What’s this $3m tax on super? Explaining Division 296 tax

As the 2025-2026 financial year approaches, clients are hearing about Division 296—a proposed 15% tax on superannuation earnings over $3M. This blog explains the details, formulas, and worked examples to understand this new tax.

Anthony Picone | Jun 19, 2024 | 3 mins

Investments Markets and Economy Wealth Management

The Land of the Rising Stock Market

The Land of the Rising Stock Market

Abenomics ushered in an era of significant reform for Japanese companies, 12 years later the share market has been one of the best performing in the world. Can it keep going?

James Weir | May 22, 2024 | 9 mins

Investments Markets and Economy

Are Australian shares expensive?

Are Australian shares expensive?

There’s something innately comfortable about investing in companies you know and a market you’re familiar with, so it’s hardly surprising Australian investors, like their peers all over the world, have a bias to investing in their home market. And Australia has...

James Weir | Apr 23, 2024 | 4 mins

Share This