This Month
The family trust blunder that could send you bankrupt
The tax office is scrutinising family trust distributions dating back decades. Some trustees have been shocked to receive bills worth hundreds of millions of dollars.
Four signs a founder-led company isn’t worth the hype
Investors love charismatic disruptors, but backing the wrong one can be harmful to your wealth.
Six tips for outsmarting the dirtiest trick in real estate
Underquoting costs would-be buyers time, money and heartache, but they can beat the notorious ploy with free tools and simple strategies.
You are (much) wealthier than you know, thanks to an $897,610 perk
The aged pension means every couple in Australia is already a millionaire – they just don’t know it. Here’s how we worked that out and what it means for you.
April
‘It’s all pervasive’: ATO’s blitz on family trusts threatens financial ruin
Wealthy families are being hit with bills for unpaid taxes and penalties worth hundreds of millions of dollars.
Bungled US supremacy quest may create investor opportunities elsewhere
Global investors now have a viable alternative to simply parking their savings in the US.
My husband died at age 37. Here’s how I survived financially
Last-minute changes to super and estate planning allowed Lisa Chew to manage the family finances once her husband was gone.
What a quarter of a century of ASX data shows about timing the market
By missing the 20 best days, your total return on $10,000 invested over 25 years would have been more than halved to a seriously disappointing $26,916.
Signs your partner is hiding money (and what to do about it)
Divorce proceedings are littered with lies about wealth, including the bizarre example of a man who claimed to have eaten 665 farm animals.
This tax strategy makes it hard to lose money when markets fall
The tax benefits of salary sacrificing into super are so good, markets would have to drop by at least 20 per cent for most people to be worse off.
How to avoid a succession fight like the Cue fashion family’s
The legal principle of promissory estoppel is tripping up founders who have made promises but not put them in writing.
Can I add proceeds of investment property sale to wife’s super?
Now is a good time of the year to consider topping up your retirement savings.
For one day a year this fund lets you invest like a family office
Limiting when you accept money seems a strange way for a fund to attract investment. But this private equity fund is also almost debt-free. What’s going on?
How can I get around health insurance waiting periods?
Many couples are tempted to cut back on private health insurance as they get older to save money, but it can backfire if you need a knee or hip replacement.
My biggest mistake in 20 years of investing
Unless the price is truly egregious, never substitute a business you know intimately for one you don’t because of valuation alone.
How a bear market will hit your wealth: From $200k to $3.8m
So far, the cost of Donald Trump’s presidency has been felt by bond and stock traders. But if pain persists, it could cost wealthy retirees $100 a week.
Can I get more age pension if I sell my investment property?
The government expects you to spend your own savings before becoming eligible for Centrelink support.
Would you pay $900,000 to live in Valencia? This couple did
While Spain and Portugal are cancelling or tightening their golden visa schemes, expats and retirees are finding other ways to live out their lifestyle fantasies.
Will we have to pay tax on an inheritance from family overseas?
You will be eligible for the 50 per cent capital gains tax discount once you’ve held the asset for more than a year.
The new risk facing mum and dad property investors
As government schemes such as build-to-rent encourage institutional money into the residential property market, small investors could see themselves cut out.