February
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.
December 2024
What to consider before giving your grandchildren money
Providing financial assistance can be rewarding, but give some thought to how it will affect your retirement.
Give the gift of difficult conversations this Christmas
The festive season is an opportunity to initiate important family conversations about will-making, aged care and funeral costs.
November 2024
Parents are investing on behalf of 2m Australian kids
Finder analysis shows that $15,000 invested over 15 years at an average return of 8 per cent could turn into over $49,000 by a child’s 18th birthday.
October 2024
Like home ownership, parenthood seems only for the privileged
What were previously considered “normal” attainable life milestones, including having children, are in danger of becoming luxuries.
Nine money tips for new parents (and parents-to-be)
Your budget, salary and superannuation are just some of the things that could take a hit when having a baby. But by planning ahead, you can save on many of the costs.
Would your family trust survive a black sheep attack?
Trusts are the go-to structure for asset protection and inheritance planning but as more wealthy families are discovering, they’re not bulletproof. Experts weigh in on how to prevent costly showdowns.
September 2024
Disputes over the remains of loved ones are on the rise
Fights over funeral arrangements and ashes are increasingly ending up in courts. What to know about your rights and responsibilities.
Pocket money apps are popular, but are they worth it?
What to know about Spriggy and Kit – and where to look for an even better deal.
Why this Baby Boomer is leaving everything to her grandkids - not kids
Grandchildren are emerging as winners of the $4.9 trillion generational wealth transfer as the bank of nan and pop funds home deposits, cars and tuition fees.
How private equity pioneer PEP is winning over our wealthiest families
In a few short years, Pacific Equity Partners’ funds under management from private wealth have surged to $2 billion. Co-founder Tim Sims sees plenty more coming.
What to do with a six-figure redundancy payout
Being made redundant can be emotionally and financially devastating if you weren’t expecting it. But large lump sum payouts also present an opportunity to reset your career and finances.
July 2024
New $3m super tax is ‘stealing my children’s inheritance’
Family enterprises face hard questions about whether to abandon their succession and retirement plans by selling their shops, farms and factories,
Spending a few hours on this now will make you richer later
Work through these 11 steps to grow your superannuation faster.
The super trick every couple should know about
It can make a material difference to your total retirement kitty and the tax you pay – but you need to get it right.
June 2024
When bank of mum and dad comes with interest
Retirees are increasingly expected to live with, care for and financially support older and younger family members. Here’s your guide to avoiding strife when it comes to wills, means testing and elder abuse.
My $1.25m super fund can’t pay me enough income
An 84-year-old is facing liquidity problems with minimum annual pension payments – but there are solutions.
Nine tips for creating a successful family dynasty
Most dreams of creating a family dynasty are dashed within decades but a solid succession plan can save money and grief.
May 2024
Decades after tycoon’s death, his family is suing each other over a mansion
Tech tycoon’s widow says she felt ‘used and abused’ in a dispute that pitted her three children against her – and each other.
I’m a risk-taker but he plays it safe. How do we invest as a couple?
Mismatched risk appetite is a common problem in relationships. How can couples get over this hurdle when investing together?