NewsBite

Michelle Bowes

This Month

Top 10 super growth funds revealed

Growth funds turned in another solid performance in the financial year just ended, but don’t expect the golden run to continue indefinitely.

XXXXX

The simple hack that can make investors 40pc better at predicting risk

Wondering what financial markets will be doing in a month? The answer could lie in today’s news.

It’s not just a binary choice between doctor or lawyer for parents wanting high-paying jobs for their kids.

Want your kids to be Rich Listers? Suggest these careers

Surgeons top the earnings list at an average of $472,475 a year, but there are many ways to make a fortune.

Mortgages

How to slash $565 a month from a $1m mortgage despite the RBA ‘hold’

Why wait for the RBA to move? Here’s how to save on your mortgage over the next 12 months.

XXXXXX

Could you run a $300m business with your sister?

Amie and Belinda Lyone both wanted to take over the family firm from their beloved father, but he insisted only one could be chosen. This is what happened next.

Advertisement

June

asdf

How the ATO knows if you’re cheating on your taxes

Thanks to its data matching work, big brother is watching, and in this case, big brother is the Australian Taxation Office.

How different property asset classes have grown over the past 20 years is revealing.

What investors can learn from 20 years of property data

Farm values have experienced once-in-a-century growth, but future opportunities lie in urban-fringe warehouses, forestry and Brisbane ahead of the 2032 Olympics.

An affordable apartment in a prime location might be the answer for first home buyers.

19 blue-chip suburbs for first home buyers

Prospective first-time home owners can nab a property in the most sought-after suburbs so long as they are willing to make this compromise.

The High Court has granted the ATO an appeal in the Bendel family trust case.

High Court grants ATO lifeline in $1b family trust case

The Tax Office can appeal in a dispute over the taxation of family trusts, placing a cloud over taxpayers’ ability to claim around $1 billion in refunds.

5 red flags the ATO is looking for in your tax return

Outrageous work-related and rental property claims are among the things the Tax Office will be on the hunt for at the end of this financial year.

Tax reform comes with substantial political risk. It creates winners and losers. Losers empower the opposition and require of a government the courage to take on risk.

‘Nonsense’: Super calls out Chalmers on tax claims

Suggestions that no alternatives were put forward to calculate the new tax on super balances above $3 million have been slammed.

sdfaf

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.

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.

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

ATO puts wealthy families on notice over $3m super tax

The new tax is not yet law but the ATO wants to understand the “behavioural responses” to the planned tax that might already be occurring.

Valuations could be challenging, says Belinda Aisbett.

Fake asset valuations set to surge under $3m super tax regime

Auditors say SMSFs are likely to manipulate asset values in an attempt to avoid or limit the impact of Labor’s super tax.

Advertisement
Peter and Lesley Boyle at their home in Balgownie.

How this couple earns $150,000 a year in passive income

Peter and Lesley Boyle invested in residential property to increase their wealth. Then they discovered something better.

The proposed superannuation tax increase might end up helping the target’s children and grandchildren.

Your kids will love this strategy for beating the $3m super tax

Wealthy Australians are already searching for strategies to avoid paying more tax on their super, which could lead to a financial windfall for some.

Disagreements over Division 296 tax may be destined for the courts.

Why auditors fear Labor’s $3m super tax

SMSFs affected by the proposed $3 million super tax will pay more for valuations, audits and accounting services, and are more likely to end up in legal disputes.

Finance Minister Katy Gallagher and Treasurer Jim Chalmers watch the PM speak on Wednesday.

Labor has ‘no intention’ to ban SMSF borrowing in $3m tax negotiations

Treasurer Jim Chalmers says negotiations in the Senate to pass Labor’s super tax increase have yet to begin.

ETFs can be used to build a Trump-proof portfolio.

How to build an ETF portfolio that can survive Trump turbulence

Donald Trump is changing long-held market assumptions so we asked ETF experts to build portfolios to cope.

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