October
Would your family trust survive a black sheep attack?
Trusts are the go-to structure for asset protection and inheritance planning but as more wealthy families are discovering, they’re not bulletproof. Experts weigh in on how to prevent costly showdowns.
How the ATO caught taxpayers cheating on ‘lifestyle’ assets
The Tax Office has provided The Australian Financial Review with exclusive details about some recent investigations.
September
The $52b side hustle economy offers a shot at getting rich
The ATO estimates there are around 1 million side hustlers, including a fast-growing group of white-collar workers who dream of going into business for themselves.
Disputes over the remains of loved ones are on the rise
Fights over funeral arrangements and ashes are increasingly ending up in courts. What to know about your rights and responsibilities.
Why this Baby Boomer is leaving everything to her grandkids - not kids
Grandchildren are emerging as winners of the $4.9 trillion generational wealth transfer as the bank of nan and pop funds home deposits, cars and tuition fees.
What to do with a six-figure redundancy payout
Being made redundant can be emotionally and financially devastating if you weren’t expecting it. But large lump sum payouts also present an opportunity to reset your career and finances.
August
Yachts, fine art and investment properties targeted by ATO
The ATO will use data from insurance and property management companies to cross-check taxpayer claims.
How to work less, help the kids and do the job you always wanted
A transition to retirement pension offers opportunities to revamp your lifestyle, pay down debt or gift a home deposit. Here’s how to take advantage.
The ATO has this overlooked property tax in its crosshairs
Small-scale property developers need to be aware that GST is applicable in certain circumstances. Read the 10 tips for mum and dad developers.
July
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,
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.
How to beat the ‘death tax’ set to increase cost of dying by 650pc
The cash-strapped Victorian government wants to increase probate fees. Here’s how much you might have to pay – and strategies for avoiding the hit.
Four ways to build wealth with your tax cuts
Whether you’re trying to pay off your mortgage early or boost your super, put your extra income to good use.
Court denies deathbed wish to award $1.2m to estranged lover
A bitter family fight over a super inheritance highlights the role of binding death nominations, how they work and why it is necessary to regularly review them.
‘I had my bank account cleaned out and $5000 is all I got back’
With scammers getting increasingly sophisticated, don’t rely on your bank to bail you out.
June
When bank of mum and dad comes with interest
Retirees are increasingly expected to live with, care for and financially support older and younger family members. Here’s your guide to avoiding strife when it comes to wills, means testing and elder abuse.
Eight ways to squeeze more into super – which ones are you using?
A couple employing just four of these methods could boost their retirement savings by almost $5 million.
Nine tips for creating a successful family dynasty
Most dreams of creating a family dynasty are dashed within decades but a solid succession plan can save money and grief.
May
Decades after tycoon’s death, his family is suing each other over a mansion
Tech tycoon’s widow says she felt ‘used and abused’ in a dispute that pitted her three children against her – and each other.
What to do if you are asset rich but cash poor
Four strategies to help your assets and savings work harder as the cost of living grows.
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