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The Money Puzzle

Warning on 'Free Super Reviews'

14 Aug 2025

Description

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  See omnystudio.com/listener for privacy information.

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