Why you'll probably pay more tax in an industry super fund

Read the full blog here.

Ever wonder how taxes impact your super funds, especially pulled super funds? Get ready to unravel the intricacies of super fund tax treatments and their potential downsides on your balance. This episode offers a deep dive into the realm of unitised products, exposing how capital gains tax liabilities can shrink your super balance, even if you don't sell. We’ll explore alternative direct investment ownership options within super, like a wrap platform or a self-managed super fund, that can shield your balance from these negative impacts. 

We won't stop there. We'll also discuss the power of direct investment ownership, including the potential to adopt evidence-based low-cost index investment methodologies, and ethical investing. Plus, we extend our heartfelt thanks to Stephen for suggesting this episode's topic. We invite more such meaningful interactions because, after all, this podcast is for you. Don't forget to share the knowledge and rate us on your listening platform. Until next week, goodbye.

Do you have a question? Email: questions@investopoly.com.au or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts

If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/

If this episode resonated with you, please leave a rating on your favourite podcast platform.

Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/

Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/

DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.