November 2024
AI science won the Nobel Prize, but can it fix your finances?
Artificial intelligence could help younger people grow their wealth, but there’s a risk it could also result in “quirky” – if not risky – portfolios.
September 2024
SMSFs are a $1 trillion honeypot for hackers
The success of the retirement savings system has become an irresistible target for global cybercriminals.
August 2024
I watched 100 fintok videos – here are five finfluencers to follow
Critics say you can’t explain complex issues in 30 seconds, but some young content creators on TikTok do it really well – particularly Australian women.
July 2024
What to do if you have big wins in your share portfolio
It’s easier to manage concentration risk if you hold direct shares, but not so simple if you’re an ETF investor.
June 2024
Five things for SMSFs to do before June 30
Think of it as the world’s most boring, but incredibly profitable, game with the Tax Office.
May 2024
The investment shift that could undermine your wealth plan
Whether to invest for income or growth is not the right question to ask for those in or moving to retirement.
April 2024
Nobel Prize winner Daniel Kahneman’s lessons for investors
The pioneer of behavioural economics, who died on March 27 aged 90, dispelled the idea that people will always make rational decisions in their own self-interest.
March 2024
Don’t fixate on AI’s boom, a similar revolution is happening elsewhere
At the heart of this is Novo Nordisk, a 100-year-old Danish company, the Nvidia of weight loss drug companies – and SMSFs should take note.
February 2024
How markets will respond to a Trump or Biden win
Both ageing candidates pose problems, but the objective is to make prudent, long-term financial decisions, regardless of the election result.
December 2023
Savvy super savers will avoid the $3m threshold. Here’s how
A tax increase to 30 per cent on super balances over $3 million will invariably shift investor behaviour.
November 2023
How to avoid getting burnt investing in AI and EVs
History shows you’re better off backing the theme via an ETF rather than trying to pick the winners.
October 2023
Why the first five years are the most important in retirement
Stopping work is not the finishing line, but the start of an exciting life chapter. There’s important psychological and financial prep work to do first.
September 2023
The ‘Aldi’ ETF that delivers an extra 0.21pc
Fees charged by funds based on the same index can make a difference to returns, which is why it’s worth taking a closer look.
August 2023
How the financial toll of divorce gets uglier through the years
The most detrimental financial consequences of separation occur many years into the future, especially as retirement looms. That’s why choosing the right life partner can be your best financial decision.
June 2023
This is how HECS debt can balloon
In a high inflation world, if you have the capacity and the desire to help a relative repay student debt early, it will likely help grow overall family wealth.
May 2023
Read this for a stress-free (and lucrative) run-up to June 30
All you need to know to make the most of super opportunities and avoid the tax pitfalls.
April 2023
How you should be investing as super caps change
Family trusts, investment companies – and holding assets in your own name – will help you minimise tax.
March 2023
Why automatic indexing of the $3m super cap is a bad idea
Taxing unrealised gains and increases to the total super balance are just two of many challenges to the proposed government change.
February 2023
How to play the right game on the sharemarket
Self-managed super fund investors face many difficulties navigating the sharemarket. Here’s how to avoid some common pitfalls.
January 2023
What ChatGPT can do for your investments
We test the chatbot to evaluate its capabilities and potential benefits for portfolios.