EPISODE · Aug 14, 2025 · 25 MIN
Warning on 'Free Super Reviews'
from The Money Puzzle · host The Australian
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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Warning on 'Free Super Reviews'
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