Yesterday
How this expat turned $6300 into a UK pension worth $370,000
Experts say 2 million Australians could qualify for a UK pension when they retire, but the opportunity is about to become less lucrative.
March
This could be the magic number for employees paid in shares
Being rewarded for performance or loyalty with restricted stock units can help build wealth. But watch out for tax bill shock and consider limiting exposure to one company to 33 per cent of your wealth.
What it takes to be in Australia’s top 1 per cent (in 6 charts)
Wondering how wealthy you are compared to your fellow Australians? Find out whether you rank in the top 25, 5 or 1 per cent.
How three siblings increased their inheritance by $278,000
Renovating may be a lucrative option if you’ve inherited an outdated property with dowdy features.
$1b family trusts dispute may be headed to the High Court
The Australian Taxation Office will continue to fight a decision that could leave it owing as much as $1 billion in refunds to 971,000 family trusts.
How to get a tax break on your EV before it’s too late
The tax break means car buyers can afford an EV that’s $20,000 more expensive than the petrol version. Here’s how to take advantage of this perk.
How investors can capitalise on the property ‘super cycle’
The structural imbalance between supply and demand in the housing market means the only way is up, and it might be time to reconsider Melbourne.
Why everybody suddenly has such straight white teeth
Cosmetic dentistry is advancing rapidly and life events such as an inheritance, redundancy or divorce can be the trigger for spending big bucks.
February
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.
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.
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.
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.
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.
January
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.
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.
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.
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.
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.
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.