Yesterday
1 million retirees are missing out on this $60,000 perk
Changes in eligibility rules mean that more than 1 million people are entitled to the Commonwealth Seniors Health Card but do not claim it.
- Andrew Hobbs
- Opinion
- Investing
How to build a portfolio using just three ETFs
It is possible to create a simple yet powerful portfolio with a handful of low-cost, exchange-traded funds.
- Shani Jayamanne
This Month
- Opinion
- Gold
Why you should consider gold over faddish private credit
Over the past five years, the precious metal has significantly outperformed government bonds, establishing itself as a compelling option for defensive investors seeking strong long-term returns.
- Chris Brycki
Six ways to get ahead of private school fee inflation
The kids are back at school and your bank account has just taken another hit. Here are some tips for getting in front of next year’s rises.
- Michelle Bowes
The reason so many adult children are challenging wills
Soaring property prices have increased the size of the prize in inheritance disputes. And the bigger the estate, the better your chances.
- Lucy Dean and Joanna Mather
What the ATO wants to know about your family’s succession plan
The founders of some of the nation’s most successful family business will soon turn 70, and the ATO wants to know what comes next.
- Michelle Bowes
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.
- Lucy Dean
- Opinion
- Tax minimisation
Avoiding tax traps of succession planning
The ATO has telegraphed an interest in the intergenerational wealth transfer, which means taxpayers are probably getting something wrong.
- Mark Molesworth
January
ATO to crack down on Baby Boomer wealth transfer ‘risks’
The Australian Taxation Office says it will zero in on Baby Boomers restructuring private companies to pass billions onto their heirs.
- Michelle Bowes
- Opinion
- Superannuation
Six easy steps to retirement readiness (and one hard one)
There are no courses on how to plan for retirement, so we have done some of the work for you.
- Andrew Hobbs
What interest rate cuts will mean for your money
February is firming as the month that the Reserve Bank will cut the cash rate, which will have flow-on effects for shares, property and term deposits.
- Michelle Bowes
‘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.
- Alexandra Cain and Lucy Dean
- Opinion
- Cryptocurrencies
Trump meme coins are a disaster in waiting
Whatever one’s view of the value of cryptocurrencies, something about this moment feels like a story that won’t end well.
- Lionel Laurent
Money managers are eyeing these 3 bright spots in Chinese stocks
Firms that might benefit from higher US tariffs and discount retailers are among the pockets of value.
- John Cheng, Winnie Hsu and Abhishek Vishnoi
- Opinion
- Investing
Why Millennials are going all-in on US stocks and ETFs
Nearly 70 per cent of total trading volume on our platform this month to date was in American equities, which is double the same period last year.
- Demetria Chelepy
Baby Boomers are buying crypto. Should you?
Cryptocurrencies are hurtling towards mainstream acceptance despite their volatility, proximity to criminal activity and susceptibility to speculative bubbles.
- Michelle Bowes
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.
- Lucy Dean
How to become a lazy investor (and yes, it’s a good thing)
Set-and-forget investing can get good results over long periods, but you’ll need to overcome the temptation to trade.
- Michelle Bowes
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.
- Lucy Dean
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