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Wealth Generation

This Month

Aidan Saarman, Tony Saarman, Pauline Saarman and Taryn Saarman outside their home.

They own 8 properties but this couple still had FOMO for their kids

In a panic over property prices some parents are rushing to gift or lend their kids money for a home deposit. But certain strategies are better than others.

  • Lucy Dean
Trying to build a deposit in the sharemarket? This is what you need to know.

How to invest your way to a bigger home deposit

The housing market is not friendly to would-be buyers without help from mum and dad. So many are turning to the sharemarket for help.

  • Lucy Dean
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ASX rises; Green Beret behind Cybertruck blast; 6 business trends for 2025

Read everything that’s happened in the news so far today.

The generational transfer of wealth in Australia is underway, but younger generations are struggling under the burden of high debts.

7 revealing charts about wealth in Australia

The generational transfer of wealth in Australia is underway, but younger generations are struggling under the burden of high debts.

  • Michelle Bowes

December 2024

Want to retire early, head to Europe every year or work less? This formula could help you work out what you need.

How to calculate your financial freedom number (and why you should)

Do you know the rule of 25? It’s one of the core tenets of the Financial Independence, Retire Early movement – or FIRE – and a useful starting point for mapping out long-term money goals.

  • Lucy Dean
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An advantage of shares is that if you want to avoid concentration risk you can buy the whole market.

What’s the best way to invest $200,000 – shares or property?

Both asset types have rewarded investors handsomely, but one strategy will net you $500,000 more – provided you can stomach the risk.

  • James Weir
Trouble winding back your spending? Here’s what you need to think about.

How a family of five beat overspending to find ‘freedom’

Toui Lepkhammany and his wife Jen fought lifestyle creep – and won. Now their family is on track to reach “financial freedom” with a passive annual income of $140,000.

  • Lucy Dean

November 2024

The inquiry into the financial regulatory framework and home ownership is due to report by December 5.

Two tweaks would let first home buyers borrow $116,000 more: NAB

Changes to the way tuition debt is assessed and a smaller serviceability buffer would increase the borrowing power of younger buyers, NAB says.

  • Lucy Dean
Here’s exactly how much you need to invest a month to have $1 million by 50.

$1m by 50: What you need to invest each month to get there

Identifying the monthly sum needed to eventually reach seven figures offers a simple – but critical – lesson about investing.

  • Lucy Dean
Netflix and UberEats are a last bastion of fun for families and young people squeezed by interest rates and rental payments.

The small luxury Australians just won’t give up

Australians are hanging onto their subscriptions, reflecting a world in which the little luxuries may be all they have left.

  • Lucy Dean
Which country could send you home the richest?

From London to Riyadh: six expat hotspots that will make you richer

We sent a hypothetical young lawyer abroad to find out which income and tax combination would help them grow wealth fastest. The winner may surprise you.

  • Lucy Dean

October 2024

The bottom line is this: markets are efficient, except when they’re not.

The strategy that can turn $10,000 to $102,000 in two decades

An investing strategy popularised by Peter Lynch is finding favour again.

  • Lucy Dean

‘The biggest divide in Australia is the intergenerational divide’

Amid the cost-of-living crisis and struggles to get on to the property ladder, it’s getting harder to be young and rich these days.

  • Lucy Dean
Investor Ainsley Marcus is using the ASX options game to learn more about investing.

Want to trade options? The ASX can teach you how

Ainsley Marcus, 34, says playing the ASX options game showed her investing could be more interesting than “just buying and selling shares”. But her money is still with ETFs.

  • Michelle Bowes
Where you put your money depends on your risk tolerance and time-frame.

Where to invest $10,000 for two, five, 10 and 20 years

The decision on where to invest comes down to two factors: how long do you have, and how much risk you are willing to take.

  • Lucy Dean
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Earning good money but saving nothing? Here’s what to do

No matter how much you earn, good budgeting is the foundation of financial success.

  • Lucy Dean
House price valuations relative to incomes are at record highs. 

Tweaking the 3pc buffer rule misses the real problem with housing

Reducing the mortgage serviceability test would allow more borrowers into the market. But the test is only one part of a much gnarlier problem.

  • Lucy Dean
Commonwealth Bank had been in a “hyper rally”.

How to know if it’s time to sell shares

Sometimes it’s best to sell slowly; at other times quicker is better. Experts weigh in on how to know when it’s time to sell.

  • Lucy Dean

September 2024

What’s your favourite way to save money?

The $1 rule, and 43 other easy ways to be better with money

Not everything about money has to be hard. We asked experts for their top tips on how to be better at saving, budgeting and investing.

  • Lucy Dean

August 2024

Family offices are ready to invest their cash reserves.

Two-speed economy exposes the great Australian divide

The gap has widened between younger and older Australians, small and large businesses, and resources-rich Western Australia and the east.

  • John Kehoe, Michael Read, Carrie LaFrenz, Tom Rabe, Ayesha de Kretser, Lucas Baird and Sam Buckingham-Jones

Original URL: https://www.afr.com/topic/wealth-generation-1nid