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Anna Shelley’s punt that global equities would perform better than expected last year paid off.

Retail super funds ride tech boom to outperform industry rivals

Two of Australia’s largest retail superannuation funds delivered 11-plus per cent returns as they benefited from soaring sharemarkets.

  • Hannah Wootton
A question of super.

A holiday home in my name means my husband gets no age pension

Doing her parents a favour years ago has created a retirement income headache.

  • John Wasiliev

Four ways to build wealth with your tax cuts

Whether you’re trying to pay off your mortgage early or boost your super, put your extra income to good use.

  • Duncan Hughes

Industry super giant lags rivals with 8.5pc return

Defensive positioning against equities stung AustralianSuper early in 2023-24, but growing its exposure to soaring technology stocks helped it recover.

  • Hannah Wootton

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.

  • Meg Heffron

What’s worse for a mortgage application: a gambling or BNPL account?

If you want to buy a house, lenders will go through your expenses with a fine-tooth comb – and Sportsbet and Afterpay accounts can be red flags.

  • Penny Wise

Wealthiest Australians

Construction of the first stage of the Jam Factory redevelopment is due to begin next year.

Tim Gurner, Qualitas take control of Jam Factory after $180m raising

The acquisition of the remaining 50 per cent interest in the Chapel Street site by Gurner/Qualitas sees Chris Langford’s Newmark Capital exit the landmark project.

  • Larry Schlesinger

Cars, boats and houses won’t make you happy, says this Rich Lister

Property developer Paul Blackburne landed on the Rich List with an estimated $536 million fortune. There’s a success trap entrepreneurs need to be mindful of, he says.

  • Julie-anne Sprague
Perth’s Laurence Escalante who built Virtual Gaming Worlds into a multibillion-dollar business.

Perth billionaire Escalante battles copycats and hostile letters in US

The businessman created a lucrative gambling market stateside from scratch. Now competition and regulation may force the company to change tack.

  • Primrose Riordan
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Yesterday

Prosecutors have submitted that Craig Townshend should receive a sentence of up to nine years.

Court denies deathbed wish to award $1.2m to estranged lover

A bitter family fight over a super inheritance highlights the role of binding death nominations, how they work and why it is necessary to regularly review them.

  • Duncan Hughes

This Month

Property developer Intaj Khan is expected to be called up for liquidator examinations on Wednesday.

Developer Intaj Khan to be examined over failed $30m property deal

Suspected Ponzi scheme Remi Capital raised money from investors to buy Mr Khan’s 24.6-hectare site but allegedly funnelled the money into a secret bank account.

  • David Marin-Guzman
AFR

‘I had my bank account cleaned out and $5000 is all I got back’

With scammers getting increasingly sophisticated, don’t rely on your bank to bail you out.

  • Duncan Hughes

What to do if you have big wins in your share portfolio

It’s easier to manage concentration risk if you hold direct shares, but not so simple if you’re an ETF investor.

  • Tim Mackay
AFR

The best way to invest an inheritance

Buy shares with the lot or “drip-feed” into the market over a period of time? This is how the numbers stack up.

  • Duncan Burns
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Cars, boats and houses won’t make you happy, says this Rich Lister

Property developer Paul Blackburne landed on the Rich List with an estimated $536 million fortune. There’s a success trap entrepreneurs need to be mindful of, he says.

  • Julie-anne Sprague

June

Warren Buffett donates record $8b in shares to charity

Warren Buffett has made his biggest annual donation since he began making them in 2006.

  • Jonathan Stempel
Stubbornly high inflation will force Reserve Bank governor Michele Bullock’s hand on interest rates.

RBA forced into a humiliating rate-raising cycle

In a huge embarrassment for the central bank, its next move in interest rates should be higher, not lower.

  • Updated
  • Christopher Joye
Superannuation investors are tinkering their income levels to avoid the ‘Division 293 tax’ where they can, a new study shows.

The super funds with the most million-dollar members

After losing ground to industry super funds since the Hayne royal commission, data shows retail funds are fighting back when it comes to attracting and retaining high-net-worth members.

  • Joanna Mather and Michelle Bowes
AFR

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.

  • Duncan Hughes

I’ve saved $50,000 but have a large HECS debt – what should I do?

Banks do take tuition debt into consideration when assessing mortgage applications.

  • Penny Wise
Newington College

Newington College chairman clocks up 17 years (and counting)

There is nothing so compelling as private school politics.

  • Updated
  • Myriam Robin
Fast-rising wages and asset prices will leave more Australians facing Division 293 tax on their income and deciding whether to pay it from their super.

Why you could be caught by the ‘wealth tax’ this year

Fast-rising wages and asset prices will leave more Australians facing Division 293 tax on their income and deciding whether to pay it from their super.

  • Tom Richardson
Cost issues are driving SMSFs away from getting advice.

SMSFs desert financial advice in face of looming crisis

The government’s quality of advice review was intended to make financial advice more affordable. So why are fewer SMSF trustees seeking financial advice?

  • Peter Burgess
An artist’s impression of the Forrest-backed plans for a boutique hotel at Cottesloe Beach in Perth.

Forrests’ beachfront hotel plan dumped by council

Plans by billionaires Andrew and Nicola Forrest for a boutique four-storey hotel near the beachside home they once shared have been rejected by a local council.

  • Brad Thompson
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There are several things to consider when choosing the best investment structure to grow wealth.

Which investment vehicle is best to build wealth?

Super, trusts and investment companies all have their pros and cons. The decision on which to use often comes down to tax.

  • Ben Smythe
The key to dividend investing is in understanding the cyclical and structural risks to a business’s cash flow.

The top 20 stocks by dividend return this year

Insurers, miners and fund managers were the top performers, but experts warn of income traps.

  • Lucy Dean
A question of super.

Can I start a pension and put the income back into super?

A couple want to maximise their savings in the most tax-effective way before they both retire.

  • John Wasiliev
Charlie Aitken of Bell Potter.

Charlie Aitken nominates Shane Watson for Royal Sydney

The two-time Allan Border medallist, famous all-rounder and cricket gear entrepreneur is on the June nominations list, alongside wife Lee.

  • Myriam Robin
Vision Super has invested in Whitehaven since weakening its ESG investment policy.

Vision Super buys up Whitehaven shares

The fund, which sells itself to customers as environmentally conscious, has watered down its climate investment promises as “green hushing” continues to rise.

  • Hannah Wootton

Original URL: https://www.afr.com/wealth