This Month
The $1 rule that can save you hundreds on your mobile phone
Telstra’s decision to raise its plan prices above inflation is a wake-up call to Australians to shop around for a better deal on their mobile phone, savings experts say.
- Lucy Dean
- Opinion
- Estate planning
What’s a close personal relationship? The ATO has its own idea
There are limited circumstances in which superannuation benefits can be passed on tax-free, and a lot depends on the relationship definition.
- Peter Townsend
How to spot a good – or bad – private credit fund
Growth in non-bank lending presents new opportunities for investors. But with higher returns comes added risk.
- Michelle Bowes
Is the CFMEU the reason none of your friends can buy a house?
Experts say sheer union bargaining power has helped to push wages up across the entire construction industry, and that is filtering through to property prices.
- Lucy Dean
- Opinion
- US election
Second subprime crisis more likely with Trump in the White House
Investors need to start preparing for how a re-elected Donald Trump will shape inflation, interest rates, and hence asset prices.
- Christopher Joye
New $3m super tax is ‘stealing my children’s inheritance’
Family enterprises face hard questions about whether to abandon their succession and retirement plans by selling their shops, farms and factories,
- Duncan Hughes
ATO targets property valuations in countdown to new $3m super tax
SMSFs are in the firing line for failing to update the market value of investment properties and commercial buildings such as farms and medical practices.
- Duncan Hughes
Can I put $360,000 into super before my divorce settlement?
A reader getting $1.9 million from her ex-husband’s super fund wants advice on maximising her savings and the $15,000 she already has in her fund.
- John Wasiliev
Not rich enough! Why my financial adviser dumped me
Half a million Australians have been ‘sacked’ by their financial planners as firms clamour to win wealthier clients.
- Penny Wise
- Opinion
- Property market
Where to profit from Brisbane’s Olympic property boom
How to work out where to invest so that your gains hold for the long term.
- Jarrod McCabe
- Opinion
- Superannuation
Spending a few hours on this now will make you richer later
Work through these 11 steps to grow your superannuation faster.
- Colin Lewis
These cheap mining stocks still offer opportunity for investors
A drop in mining business valuations has opened a window of opportunity for investors looking to lock in cheap prices and potentially big dividends.
- Tom Richardson
Popularity of sustainable ETFs dives to lowest in a decade
Platinum Asset Management will terminate its Global Transition Fund due to low demand.
- Michelle Bowes and Joanna Mather
The $1m investment that will give you warm fuzzies and a tax deduction
These funds are the vehicle chosen by many wealthy families – this is how they work.
- Michael Hutton
The surprising asset class the rich are using to build wealth
An increasing number of seasoned and wealthy investors are increasing their exposure to ETFs, an asset class that has been typically associated with the young.
- Michelle Bowes
- Opinion
- Interest rates
This rule suggests the US is on the brink of recession
The gradual increase in US unemployment has almost satisfied the “Sahm rule”, which has correctly identified the inception of all US recessions.
- Christopher Joye
The worst way to give your kids money, according to banks
What every parent considering gifting or lending cash to their kids for a home deposit must know.
- Lucy Dean
Expats’ retirement savings at risk in maze of pension transfers
Pension transfer company Brite Advisors is suspected by Australian and US officials of mishandling clients’ funds.
- Amy Bainbridge and Ainsley Thomson
The workshop that teaches young rich kids to manage huge fortunes
During family retreats, kids start learning about managing money and donating to charity from an early age.
- Lucy Dean
Can we put $2.9m from a property sale into super?
You can – but you must tick these boxes first.
- John Wasiliev
