This Month
Popularity of sustainable ETFs dives to lowest in a decade
Platinum Asset Management will terminate its Global Transition Fund due to low demand.
- Opinion
- Superannuation
Don’t switch super funds until reckoning in unlisted assets is over
Industry fund executives regularly boasted about capitalising on the so-called “illiquidity premium”, but the world has changed.
June
The super funds with the most million-dollar members
After losing ground to industry super funds since the Hayne royal commission, data shows retail funds are fighting back when it comes to attracting and retaining high-net-worth members.
May
The future of financial advice is digital – and human
AI-powered apps are touted as a big part of the solution to providing affordable financial advice en masse, but winning people’s trust is a key challenge.
From babies to Boomers: what’s in the budget for you
The 2024 federal budget includes power bill relief, more training places and additional rent assistance.
R&D tax incentive to blow out by $2.6b
Tax breaks for companies and superannuation payments for veterans and public servants have overshot expectations, adding billions in costs to the budget.
Government still stumped by financial advice semantics
The government will try to head off a semantic storm over the term “qualified advisers” by replacing the words with “product adviser”.
Not just cruises: Boomers direct spending to kids and grandkids
Financial advisors report many over-65s are helping family members rather than splurging – though travel is a thing.
March
Where to invest $1m right now
We asked 11 experts where they would invest $1 million to earn serious returns; then we asked them to nominate an indulgence spend.
February
‘Paradigm shift’: How to switch to spending in retirement
After decades spent saving, lean into the fear, plan obsessively and let go of the guilt, experts say.
Is 4pc still retirement’s magic number?
American financial planner William Bengen came up with a neat answer to one of life’s thorniest financial questions – how long will my savings last in retirement? – and it took off like a rocket.
The amount of low-tax money you can put into super is about to jump
Workers will be able to pump more money taxed at low rates into superannuation after strong wages growth triggered the first increase in contribution limits in three years.
How high earners can stare down bracket creep
Everyone with a taxable income below $146,000 will receive a larger tax cut than under the original plan, while top income earners will get less than promised.
The $40,000 tax whack coming for high earners
The top 5 per cent of taxpayers will pay nearly 42 per cent of all personal income tax next year, the equivalent of $128 billion.
January
Got $2m super? This is how much you can spend a year before it runs out
Work out which of these five retiree types you are as a guide to your annual budget in retirement.
Mesoblast surges on FDA ‘rare paediatric disease’ designation
Shares in Australian biopharmaceutical company Mesoblast jumped 25 per cent after Revascor was recognised as a potential treatment for heart disease in babies.
Meet the ex-teacher giving his $3m inheritance to climate charities
Stephen Pfeiffer and Linh Do are part of a new generation of philanthropists with a sense of urgency. For those starting out, here are five mistakes to avoid.
Is it time to jump on the bitcoin bandwagon?
The launch of a wave of bitcoin exchange-traded funds in the United States will make it easier and arguably safer to jump into the crypto craze, but should you?
Financial advisers likely to give bitcoin ETF a ‘wide berth’
But some say there is a place for cryptocurrencies in portfolios – although in small proportions, like gold.
- Updated
- Bitcoin
Bitcoin ETFs line up for ASX listing
The SEC’s final approval signals the arrival of cryptocurrency as a mainstream asset class that can be recommended by financial advisers, industry observers said.
- Updated