Warning on 'Free Super Reviews'

An episode of the The Money Puzzle podcast, hosted by The Australian, titled "Warning on 'Free Super Reviews'" was published on August 14, 2025 and runs 25 minutes.

August 14, 2025 ·25m · The Money Puzzle

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Episode 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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