This Month
I have no spouse or kids. This is what my will looks like
Kerrie Claffey has mapped out plans to leave money to charities close to her heart.
- Lucy Dean
- Opinion
- Super Q&A
Why the Commonwealth Seniors Health Card is so sought-after
The card extends lower-cost health and medical services enjoyed by government age pensioners to self-funded retirees.
- John Wasiliev
What it’s like to fall for a crypto scam
Christine Collins, 79, was unknowingly in the thrall of cryptocurrency scammers who had hacked her computer.
- Nina Hendy
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
‘Scambaiters’ turn the tables – and police – on internet fraudsters
Vigilantes are devising elaborate ways to waste fraudsters time or trick them into revealing information about their operations that can be shared with authorities.
- Alice Kantor and Robin Fall
This ‘Wall Street Girly’ wants to make wealth more accessible
Vivian Tu is the latest in a long tradition of women talking to women about economics, business and personal finance – and with TikTok she can reach millions.
- Jeanna Smialek
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
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
Three assets to sell right now and three to buy for 2025
Leading market strategists say it’s time to take a hard look at your portfolio and sell stocks that have been good to you.
- Andrew Hobbs
- Opinion
- Investing
Answer these three questions to know which shares to offload
Investors with real mettle are as good at selling assets as buying them.
- Joshua Derrington
It cost $20k to bring a dog to Australia, but that was just the start
If there was a pet under your tree this Christmas, buckle up for a lifetime of expense (along with the love, of course).
- Michelle Bowes
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.
- Lucy Dean
- Opinion
- Family finance
What to consider before giving your grandchildren money
Providing financial assistance can be rewarding, but give some thought to how it will affect your retirement.
- Jenneke Mills
- Opinion
- Financial planning
Six ways to get ahead financially in 2025
Start with the end in mind by deciding where you want to be financially in a year’s time.
- Lindzi Caputo
Your financial adviser could soon be an avatar
In the face of rising costs and dwindling personnel numbers, is this the future of the industry? Some certainly think so.
- Michelle Bowes
People pleasing cost me $32,000. Here are four ways to stop it
Since people pleasing is a personality trait, dialling back your spending requires more than learning the nuts and bolts of money management.
- Juli Fraga and Connie Chang
How to buy real estate with siblings (so it doesn’t end in tears)
As high property prices make it harder to save a deposit and service a mortgage, it may be tempting to buy with a sibling. Answer these 10 questions first.
- Lucy Dean
Sibling rivalry: what to do when inheritance goes horribly wrong
Millions of Australians will jointly inherit the family home with siblings. We explore four common scenarios, what can go wrong and how to resolve disputes.
- Joanna Mather
- Opinion
- Financial planning
What to do in each decade of life to build wealth
It can be difficult to know what to do to get ahead financially as you age and your circumstances change. Here’s a quick guide.
- Rob Pizzichetta
- Opinion
- Family finance
Give the gift of difficult conversations this Christmas
The festive season is an opportunity to initiate important family conversations about will-making, aged care and funeral costs.
- Jenneke Mills
- Opinion
- Commercial real estate
5 opportunities for commercial property investing in 2025
Sydney hotels, data centres and regional shopping centres are among the segments tipped to grow next year.
- Sam Tamblyn
Giving booms as donors maximise tax benefits
Joanna Ryan and her husband have established a sub-fund with an initial donation of $1 million.
- Joanna Mather
- Immersive
- Social media
The Australians inside Andrew Tate’s online ‘university’
Leaked member data from the controversial influencer’s “financial education platform” reveals its popularity.
- Joshua Peach and Lucy King
- Opinion
- Investing
Mid-caps could be the magnificent refuge tech investors need
With more modest valuations and less concentration risk, it might not be a terrible idea to sprinkle a mid-cap fund into broader equity portfolios.
- Jonathan Levin
Seven ways to future-proof your savings in case of early retirement
The secret ingredients to a good retirement are preparation and control, but life can be unpredictable. Here’s how to build flexibility into your plan.
- Michelle Bowes