This Month
ASIC probes investment scheme sold to hundreds of SMSFs
Investment company Australian Fiduciaries is being investigated for potential malfeasance involving hundreds of self-managed super funds and $160 million in retirement savings.
How the $3m super tax will change SMSFs forever
The tax and investment playbook developed for big balance SMSFs over the past 25 years is about to be ripped up. Here’s what might change.
7 ways the wealthiest will beat the $3m super tax
Investment bonds, an early inheritance for the kids or just cop it on the chin? Affected taxpayers are weighing their options
May
This court case could make your bitcoin profits tax-free
The judgment, made public for the first time here, could open the door to millions in capital gains tax refunds.
Will ChatGPT plan your retirement?
Although we can’t see the end game right now, generative AI will transform financial advice and further democratise wealth management, experts say.
April
Six things for investors to do right now (and one to avoid)
Retail investors, superannuation savers and retirees are understandably jittery, so we asked financial planners for advice.
This retiree expects a market ‘bloodbath’. Here’s what will help
Jo White, 64, refuses to look at her super balance given what’s happened in financial markets over the past few days. These wealth experts lay out a game plan.
Passive investors are smashing active ones – except in one key area
One of the fastest-growing asset classes in Australia is also a rare happy place for active managers. We explain why.
March
‘Superhuman’: Sea World staff slept at work to keep dolphins safe
As Tropical Cyclone Alfred crept towards south-east Queensland, Sea World set in motion a massive operation to ensure the park’s dolphins were safe.
Mayor marshalls ‘ute army’ to clean up Brisbane
Major developers say the effects of ex-typical cyclone Alfred will exacerbate pent-up workforce shortages and productivity problems that mean every project in South East Queensland already costs 20 per cent more than it should.
Army truck flips in storm zone as storm kills one
The body of a man swept away in floodwaters was found Saturday afternoon as Queensland and NSW authorities fear the looming flood threat of ex-tropical cyclone Alfred.
‘It’s scary’: Gold Coast business titans hunker down
Wild winds are battering Bruce Mathieson snr’s beachfront mansion while property developer Soheil Abedian is watching monster waves from his penthouse.
This yachtie parked his boat in Brisbane to avoid Cairns’ cyclones
Tom Neville sailed Postremo south thinking it would avoid the summer storm season. Now he’s battening down the hatches in Cyclone Alfred’s landfall zone.
February
Six big retirement risks and how to overcome them
Growing older means less time to recover from market crashes but ultra-conservatism carries its own risk.
Doing this could increase your retirement income by thousands
Retirees may not know that using their superannuation to buy an annuity can boost their Centrelink age pension payments.
The reason so many adult children are challenging wills
Soaring property prices have increased the size of the prize in inheritance disputes. And the bigger the estate, the better your chances.
January
‘Weak’ scam protections put trillions of super money at risk
Superannuation funds have been warned they are at risk of becoming “soft targets” for scammers.
December 2024
Sibling rivalry: what to do when inheritance goes horribly wrong
Millions of Australians will jointly inherit the family home with siblings. We explore four common scenarios, what can go wrong and how to resolve disputes.
Giving booms as donors maximise tax benefits
Joanna Ryan and her husband have established a sub-fund with an initial donation of $1 million.
Cbus’ Swan has ‘serious questions’ to answer: Coalition
Fundamental transparency and accountability failings at the industry super fund may yet claim the scalp of its chairman.