Yesterday
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.
February
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.
Labor unveils plan for army of advisers to help Baby Boomers
Labor will attempt to re-write financial advice laws to relax the regulatory requirements that have made advice prohibitively expensive for many.
November 2024
Parents are investing on behalf of 2m Australian kids
Finder analysis shows that $15,000 invested over 15 years at an average return of 8 per cent could turn into over $49,000 by a child’s 18th birthday.
‘Hurt badly’: When Dad leaves everything to his new wife
Two women share their heartbreak at being overlooked in their fathers’ wills and 10 strategies for safeguarding inheritances.
‘I’m worth millions but I still fret about money’
Money mindsets are established early in life and can lead to poor financial decision-making, but there are ways to reframe your approach.
What Trump’s victory means for your money
From a sugar-hit to your super, to higher-for-longer interest rates, and a trade-war on the horizon, here’s what Trump 2.0 means for your finances.
October 2024
Advice reforms to be legislated by May next year: Stephen Jones
The Assistant Treasurer says he is “impatient” to have the next tranche of advice reforms legislated, as super funds push for freedom to give broader advice.
A man tried to claim his wife’s chores on tax – it did not end well
A long list of claims by an IT professional prone to “embellishment” included $11,420 for home-office cleaning and document management by his wife.
Who three childless couples plan to leave their money to
One of the joys of a life well lived is lavishing the wealth you’ve created on others. If you don’t have natural heirs, thorough estate planning is crucial.
The five numbers that determine whether you’ll pay more for aged care
Well-off families will pay more under new rules for funding residential aged care. Here are five key numbers you need to know to navigate the additional expense.
August 2024
The tools showing retirees they have more to spend than they thought
Retirement income modelling is advancing rapidly, giving people an unprecedented ability to plan their own financial futures.
Why the rich are decarbonising their portfolios
Wind and solar may have disappointed, but wealth managers see opportunity in areas such as waste management and disability housing.
July 2024
Popularity of sustainable ETFs dives to lowest in a decade
Platinum Asset Management will terminate its Global Transition Fund due to low demand.
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.