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Michelle Bowes

Yesterday

Those big ideas that touch on the meaning of life, might not be what you expect to hear from a financial planner, but you need to think about them before you retire.

Do I need a financial planner and how do I find the right one for me?

Financial advice isn’t cheap, so if you’re going to get some help with your money, here’s how to make sure it pays off.

This Month

The ruling in favour of Melbourne accountant Steven Bendel could lead to $1 billion in refunds.

Family trusts may seek $1b in tax refunds after landmark decision

Family trusts incorrectly penalised by the Australian Tax Office should act now to lodge objections, lawyers say.

Pay down the mortgage or start investing - it’s a perennial questions Australian face.

What to do next if you’ve paid off half your mortgage

Repay the mortgage in full, invest or bulk up your super? This is what financial advisers say.

Increases at high-end private schools ranging from 5 per cent to as high at 9.8 per cent.

Six ways to get ahead of private school fee inflation

The kids are back at school and your bank account has just taken another hit. Here are some tips for getting in front of next year’s rises.

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What the ATO wants to know about your family’s succession plan

The founders of some of the nation’s most successful family business will soon turn 70, and the ATO wants to know what comes next.

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January

Accountants working for higher net worth individuals are already fielding calls for   advice.

ATO to crack down on Baby Boomer wealth transfer ‘risks’

The Australian Taxation Office says it will zero in on Baby Boomers restructuring private companies to pass billions onto their heirs.

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What interest rate cuts will mean for your money

February is firming as the month that the Reserve Bank will cut the cash rate, which will have flow-on effects for shares, property and term deposits.

There are strong tailwinds pushing crypto towards mainstream credibility.

Baby Boomers are buying crypto. Should you?

Cryptocurrencies are hurtling towards mainstream acceptance despite their volatility, proximity to criminal activity and susceptibility to speculative bubbles.

Shani Jayamanne, director and investment specialist at Morningstar, is a self-confessed “lazy investor”.

How to become a lazy investor (and yes, it’s a good thing)

Set-and-forget investing can get good results over long periods, but you’ll need to overcome the temptation to trade.

What it costs to try to create a future tennis champ

The money some parents spend in the pursuit of a pro-tennis career for their kids is eye-watering and there’s no guarantee it will pay off.

Coolmore’s Tom Magnier and Gerry Harvey with the prized Sunlight filly at the Magic Millions sales.

FX proves the secret ingredient at Magic Millions sales

The hit to discretionary spending has led to caution at the lower end this year but foreign “whales” with currency buying power have pushed sales to new records.

A “slow burn of fury” led Monique van Tulder to transform her life.

This woman took a mid-life gap year (and left her family behind)

Fed up with waiting for her life to restart after a lifetime of caring for others, one Sydney woman escaped instead.

Philosophy Australia’s Alison Lennard says XXXXX.

Cost-of-living crunch leaves shoppers buying ‘an item not an outfit’

Retailers are banking on interest rate cuts and election promises to boost consumer spending, but experts warn the benefits may take time to filter through.

Australian Industry Group chief executive Innes Willox XXXXXXX

Australian bosses hooked on migrants, global survey shows

A global survey has found that rather than investing locally, Australian employers want migration to do the heavy lifting to fill skills shortages.

These colourful monogrammed bags from the early 2000s are back.

What crisis? Millennial nostalgia fuels rush for $7050 handbags

The limited-edition designer goods market is in rude health as a Louis Vuitton collection nears sellout in Australia.

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Cabanas have become a feature of Australian beaches over summer.

‘Everyone owns the beach’: Albanese slams cabana sand hogs

Prime Minister Anthony Albanese says it is “not on” for Australians to use cabana shades to reserve space at popular beaches.

The generational transfer of wealth in Australia is underway, but younger generations are struggling under the burden of high debts.

7 revealing charts about wealth in Australia

The generational transfer of wealth in Australia is underway, but younger generations are struggling under the burden of high debts.

Ares MD and Cricket NSW chairman David Knox at the SCG.

Six leadership and investing lessons from cricket

Lifelong cricket fan and seasoned investment executive John Knox reflects on the impact of the game on his career.

Yao-Chung Chang and Jason Coates with their pug Valentino who cost $20,000 to bring to Australia when they moved here from Japan.

It cost $20k to bring a dog to Australia, but that was just the start

If there was a pet under your tree this Christmas, buckle up for a lifetime of expense (along with the love, of course).

December 2024

Five executive women bust the ‘having it all’ myth

Tired of reading about male executives and their 5am ice baths, yoga regimes and sauna schedules, female leaders open up about their own real challenges.

Original URL: https://www.afr.com/by/michelle-bowes-p537ef