Today
How to join the top 10pc of property investors
Many people aspire to owning a portfolio of properties, but most give up after one.
4 stocks and a portfolio tilt to set you up for the AI boom
Vanguard global chief economist Joe Davis has devised a portfolio that capitalises on the megatrends of the next decade.
Yesterday
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.
This Month
The $10b surprise in Labor’s super tax
Labor’s new superannuation tax is complicated. But a big surprise is you need to be at the top of the Rich List to pay the full headline 15 per cent rate.
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.
6 ways to save an extra $14,000 every year
It’s time to get the calculator out: you may be able to save thousands by looking for a better deal on these six expenses.
These 4 deductions could cut your tax by $121,400
These tax deductions could give someone earning $200,000 a refund cheque north of $44,000. And that’s before any charitable donations.
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.
These indicators suggest the market has hit the bottom
The Zweig Breadth Thrust is telling investors something important about the US sharemarket.
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.
Why this ratio is key to wealth building
Your savings-to-investment ratio can tell you a lot about your ability to achieve long-term goals. It’s among a handful of metrics experts recommend observing.
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.
Could a French chateau be the answer to your property prayers?
A lot of these magnificent properties sell for less than the price of a home in Sydney or Melbourne, but the sums don’t always add up.
How can my SMSF qualify as a ‘sophisticated’ investor?
Consumer protections are far greater for retail investment products than those sold to wholesale investors.
Why European stocks deserve a place in your 60/40 portfolio
Investing can be a rough ride but analysis of 30 years of data shows the 60/40 portfolio is still the best option – with a few tweaks.
Costly tax traps for dual Australia-US citizens
Most American citizens working Down Under never have to pay tax in the United States, but they can face big penalties for failing to file a US tax return each year.
6 ways to gain from your investment biases
Deep-seated biases can lead even the savviest investors astray. Here are some to tackle.
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.
5 things you need to know if you have more than $3m
No doubt some people will be hit with nasty tax bills but for others moving money out of super could come with an even bigger price tag.