Superannuation Alert: Warning Signs of Dodgy Financial Advice

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.

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 

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&nbsp;funds.
Liam Shorte of the Sonas Wealth Group joins Associate Editor - Wealth James Kirby in today's episode.
 In today's episode, we cover:
<ul>
<li>&nbsp;New super tax facing delays</li>
<li>&lsquo;Free Super Reviews&rsquo; could turn out expensive</li>
<li>An easy way to check if your fund is doing well&nbsp;</li>
<li>Optimising tax-free income outside super&nbsp; </li>
</ul>

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

Warning on 'Free Super Reviews' 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/10a9afc4-1432-473d-9929-b339004d0a9b/transcript

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