This Month
No Boomers allowed in this new superannuation offering
Investment platform Pearler hopes to appeal to younger savers by allowing them to build ETF-only retirement portfolios. Oh, and no Boomers allowed.
Dividend investing isn’t dead. These 4 charts and 8 stocks prove it
Dividend yields have plunged, putting a beloved investment strategy in danger. But four charts show that Warren Buffett and the dividend critics may be wrong.
Five shares that have outperformed property over the past five years
Property will always have a place in a well-rounded investment strategy, but the idea that it is the only way to build wealth is outdated.
Check whether you’re making this ETF investing mistake
Overlap occurs when you’re invested in too many similar ETFs and can result in duplicate fees and less diversification.
February
Five things those who retire early have in common, other than good pay
Want to say goodbye to working for a living? Make sure you understand why first, and then it’s time to get out the calculator.
How to use the rate cut to slice nearly $100,000 off your mortgage
Clever borrowers could shave off up to two years and about $96,000 from a $1 million mortgage with just one simple step.
Couples are dumping their wedding plans to buy this instead
These couples did the maths on how much closer they’d be to owning a home if they skipped the wedding. Here’s how you can too.
The ‘singles tax’ stings, but can you put a price on happiness?
Studies suggest the price of choosing to live alone could be anywhere between 3 per cent and 15 per cent.
January
‘How I plan to make $300,000 in passive income by 50’
Even with an $8 million property portfolio, Simone Boer and her partner, Paul Kudilczak, can’t quit their day jobs – yet.
How this Millennial plans to get wealthy even as a ‘forever renter’
What if the great Australian dream could be rewritten to exclude home ownership? Young people like Rosie Wilson are giving it a red hot go.
Wealthy people tend to have mastered this simple savings strategy
Automating your savings so that on payday money is immediately funnelled into accounts to meet your long-term goals is one of the simplest ways to get ahead.
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.
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.
ASX rises; Green Beret behind Cybertruck blast; 6 business trends for 2025
Read everything that’s happened in the news so far today.
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.
December 2024
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.
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.
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.
November 2024
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.
$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.