Latest
Worried the kids will blow it all? This might help
Structured philanthropy, even at modest levels, can foster purpose, build family cohesion, and create real community outcomes.
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.
Why ignoring your inner caveman will make you a better investor
Morgan Housel writes that 99 per cent of good investing is “doing nothing” and the other 1 per cent is “how you behave when the world is going crazy”.
Wealthiest Australians
Atlassian’s AI plans fail to stop $15b value plunge
CEO Mike Cannon-Brookes has failed to convince investors on making its AI assistant free as they shaved billions of dollars off his wealth on Friday.
Billionaire Harry Stamoulis sizes up Collins Street tower
Cash-up private players such as the Rich Lister Stamoulis family are bargain-hunting for deals in Melbourne’s soft office market.
Billionaire Raphael Geminder faces backlash on Pact delisting plan
Minority shareholders including activist investor Jeremy Raper, a former Goldman Sachs banker, oppose the plan to remove the packaging group from the ASX boards
April
Think you pay too much tax? Not according to this measure
Australia has the fourth-highest income tax in the world, according to the OECD. But adding in other employment taxes puts us is in the middle of the pack.
Bungled US supremacy quest may create investor opportunities elsewhere
Global investors now have a viable alternative to simply parking their savings in the US.
Am I foolish to invest in shares when markets are so volatile?
Donald Trump’s erratic policy statements have markets in a spin. Is the best response to stop salary sacrificing into superannuation?
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.
Philanthropy 50: Which Australians gave away the most?
The transfer of wealth to the next generation, plus some notable relationship break-ups, is putting more women in charge of giving.
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.
The $24m inheritance that was almost split 10 ways
Sydney artist Mimi Jaksic Berger, businessman Andrew Findlay and Queenslander Raveica Negrean all died with “homemade” wills. That’s a problem.
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.
Market wobbles a chance to buy blue-chip tech stocks
Donald Trump’s tariffs have pummelled the magnificent seven tech stocks, but many investors view this period as a buying opportunity.
3 charts that show why housing is a key battleground for PMs
Residential property values have surged almost five times as much under Coalition governments than Labor ones over the past 35 years. Here are the reasons.