Latest
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.
Have spare cash? Here’s where to invest $5000 now
With Donald Trump still engaged in a trade war with China and tariff hikes for the rest of the world on hold for the next 90 days, turbulent market conditions are here to stay.
I’m 72 with $2.3m in super. How much more can I contribute?
There is a lifetime limit on the amount of super that can be transferred into your tax-free pension accounts.
How markets just got real for these 4 Millennial investors
Meet four young investors who this week experienced their first major market shock (albeit a very quick one). Here’s what they plan to do next.
One surprising group sailed through the Trump turmoil - here’s how
As markets plunged, jumped, slumped and soared around them, the one thing this group didn’t do was panic.
Brisbane emerges as Australia’s medtech mecca
The Brisbane 2024 State of the City report underscores the city’s transformation into a launchpad for successful emerging businesses generating healthy returns.
Sponsored
by Brisbane Economic Development Agency
Wealthiest Australians
Portelli hits fast lane on mooted LMCT+ sale, MacCap takes the wheel
Sources said several conversations around how a change of control could play out and the steps needed to make LMCT+ “sale-ready” had taken place since the end of last year.
Inside the fortune Kerry Stokes (quietly) made in China
The businessman is best known for his investments in television and newspapers. But a decades-long approach to backing the Asian powerhouse is paying dividends.
Laurence Escalante gets real deep on Instagram bender
From Below Deck to righteously correcting injustice to philosophy, the Rich Lister’s recent social media rant covered it all.
This Month
Why your SMSF is not a de facto private bank
Many self-managed super fund trustees continue to cite a handful of persistent myths to justify – or excuse – unlawful loans.
‘Feels like the commissioner is sitting at the kitchen table’
What was once a relatively simple formula has become a maze of complex decisions with potentially severe tax consequences.
This will cushion your super balance during the Trump slump
Bonds typically act as a counterbalance to equities, providing ballast during share market corrections. But this time around there’s a wrinkle in the system.
How can I add a downsizer contribution and inheritance to super?
There is the potential to contribute a combined $1.32 million to your super fund and that of your spouse.
Three things ‘buy the dip’ investors are snapping up in Trump slump
Digital platforms notched up record trading volumes by retail investors seemingly unperturbed by the global markets downturn.
Don’t repeat this estate planning mistake by Robert Holmes a Court
Australia’s first billionaire died of a heart attack in 1990 at the age of 53. The problem was he didn’t leave a valid will.
Six things for investors to do right now (and one to avoid)
Retail investors, superannuation savers and retirees are understandably jittery, so we asked financial planners for advice.
Retirees are trying to change their super. They can’t log in
While market volatility is wiping billions off sharemarkets, super members wanting to check their balances or change investments are being hampered by outages.
This retiree expects a market ‘bloodbath’. Here’s what will help
Jo White, 64, refuses to look at her super balance given what’s happened in financial markets over the past few days. These wealth experts lay out a game plan.
What you need to know about the massive superannuation cyberattack
Several super funds with millions of members have been subjected to a co-ordinated cyberattack. Here’s what you need to know.
Big super is now a big target of criminals. It’s time for funds to step up
The super sector has been warned for two years to get its act together on cybersecurity. Once again it’s been caught out.
Passive investors are smashing active ones – except in one key area
One of the fastest-growing asset classes in Australia is also a rare happy place for active managers. We explain why.
The average sum Australians will inherit and what to do with it
Inheritances can be life-changing – so long as the money is spent wisely. Here are four options.
4 charts reveal whether to cash out as markets tank
Warren Buffett, Li Ka-shing and Chanticleer emeritus Tony Boyd cashed up before Donald Trump roiled markets. Did they do the right thing?
What a beach house and dog called Trouble teach us about succession
Estate planning is where wealth collides with family politics, and nowhere does that hit harder than with lifestyle assets.
4 questions to answer before leaping into ‘trendy’ assets
If you truly can’t resist, consider dedicating a small portion as “fun money” to your experiments with trendy assets.
WiseTech whistleblower warned she would never get another board role
ASIC boss Joe Longo warned of an outbreak of “issues in the bedroom migrating to the boardroom” as Christine Holman revealed the threat made to her.
March
Beyond AI: how mid-cap disruptors are quietly reshaping markets
As AI continues its ascent, other transformative and disruptive innovations risk being overshadowed.
Sponsored
by Fidelity
This 5-minute test promises to make you a better investor
It’s never been easier to get a “money personality” assessment that offers to unlock your personal investing secrets. But is there any science to it?
How this expat turned $6300 into a UK pension worth $370,000
Experts say 2 million Australians could qualify for a UK pension when they retire, but the opportunity is about to become less lucrative.