Yesterday
The ‘massive’ tax exposure your family trust may be missing
Thousands of trusts are headed for a ‘vesting cliff’ that could trigger automatic asset liquidations and large – potentially unanticipated – tax bills
Property investing will (probably) never be the same. What to consider
With a capital gains tax overhaul anticipated in the May budget, buyers agents say some investors are selling but others are preparing for a long-term “buy and hold” approach.
This Month
Hostplus mulls bitcoin investment option for super
An asset class that’s been largely shunned by the superannuation industry could soon be offered as an investment option for Hostplus members.
‘Darling, I’m not going anywhere’: The rise of at-home care
From assistance with everyday tasks to $30,000-a-week clinical care, some Australians are spending whatever it takes to bypass government waitlists and age in place.
What 4pc inflation could do to your retirement savings
A sustained increase in average inflation would be a drag on retirement income. Here are three ways to help protect your portfolio.
6 habits that separate high earners from the truly wealthy
Understanding these behavioural shifts and automation secrets could help transform a good salary into lasting financial independence.
Gen Z puts trust in AI for financial advice. ASIC says don’t
Gen Z’s use of, and trust in, social media and AI to deliver financial advice has the corporate regulator worried.
Do you own the asset that beat the US market by 15pc in 2025?
In the shadow of last year’s metals boom, emerging markets were quietly outperforming – and that looks set to continue in 2026.
Wealth doesn’t protect elderly Australians. It makes them vulnerable
The very qualities that built a fortune – strength, acumen and an iron will – can leave wealthy older Australians dangerously exposed in their later years.
How much to invest in your 20s, 30s and 40s to hit $1m
See our table for the monthly sums needed to reach $1 million by 65. Then start as early as possible, ruthlessly review spending and keep investing disciplined and simple.
‘Too wealthy’: Michelle lost her inheritance fight before it began
Michelle Wielicki gave up 17 years of her life to care for sick husband, but when she tried to get a share of his estate, she lost before she even got to trial.
Can we put $600,000 into super if we’ve been renting out the home?
Home owners can make use of the downsizer provision even if the property was rented out for years – provided they satisfy these rules.
How tech employees with company shares can manage price swings
Employees with concentrated share plans must look past recent turbulence and align their trading strategy with a long-term personal financial plan.
3 ways to limit your tax with superannuation
According to financial advisers, one of the easiest ways to limit your income tax bill is through your retirement savings.
February
This may be how the era of 10-plus property portfolios ends
The “infinite borrowing” hack is hitting a regulatory wall as APRA moves to flush out housing-market vulnerabilities, leaving aggressive investors exposed.
The SMSF ‘double contribution’ strategy for a $62,500 tax deduction
Concessional caps will increase for the first time in two years, allowing for more pre-tax voluntary payments and enhanced salary sacrifice benefits.
The best way to invest a windfall (based on 50 years of ASX data)
Whether you sell a business, inherit money or land a bonus, the question is the same: is it better to invest a lump sum all at once or drip-feed it over time?
How ChatGPT and social media are dumbing down property investing
AI and social media influencers are making property searches faster and more personal – but they miss the messy, objective data needed for a sound investment.
It’s time to act on super’s harmful mislabelling problem
Look past the “balanced” tag to ensure your super is invested in a way that aligns with your risk tolerance and retirement timeline.
Don’t make this major property mistake when you retire
Many Australians are sold on the idea of using an investment property to fund their retirement. Often the sums don’t add up.
I’m inheriting the family holiday home. Will I have to pay tax?
Inheriting a property is rarely as simple as a title transfer. The tax treatment depends heavily on the usage history and the timing of the sale.
Offset v redraw: 4 ways to deploy a $100,000 windfall in a mortgage
Maintaining original higher repayments while using such facilities can save borrowers over $318,000 in interest and shave nearly eight years off a home loan.
Skip the roses. A prenup is the best gift this Valentine’s Day
Binding financial agreements were once seen as symbols of mistrust, but they are now emerging as practical tools for clarity, certainty and mutual respect.
10 signs you are finally ready to retire
After 42 years in banking, Graeme Steele embarked on a 15-week road trip to see if he could farewell work forever. Here are 10 other ways to test your retirement readiness.
