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Show Notes
The new super tax may dominate the headlines, but for most investors with less than $3m in super, a bigger headache is navigating increasingly risky marketing promotions in finance.Off the back of the recent First Guardian scandal - where some investors were offered 'free super reviews' - today we take a hard look at booming business of luring people into switching super funds.
Liam Shorte of the Sonas Wealth Group joins Associate Editor - Wealth James Kirby in today's episode.
In today's episode, we cover:
- New super tax facing delays
- ‘Free Super Reviews’ could turn out expensive
- An easy way to check if your fund is doing well
- Optimising tax-free income outside super
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