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Financial planning

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New Year money planning

Starting fresh: setting yourself up for money success in 2025

The end of one year and the start of another is a good time to take stock of your financial wellbeing. But don’t be too hard on yourself.

  • Dominic Powell

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People who start planning for retirement earlier end up in a better financial position.

This new law could transform your retirement, but the clock is ticking

How financial advice is delivered in Australia is likely to change for the better and there’s plenty to unpack here for the average person.

  • Bec Wilson
Starting work for the first time can feel like you’ve got a lot on your plate, but taking the time now can set you up well in the future.

I’ve just started full-time work. How do I start building wealth?

Career and financial success are not always related, though we like to assume they are.

  • Paridhi Jain
While all of us have benefited from the recent cuts to the tax rate, confused messaging from the government may have you wondering what to do with it.

Should you spend or save your stage 3 tax cash?

While all of us have benefited from the recent cuts to the tax rate, confused messaging from the government may have you wondering what to do with it.

  • Victoria Devine
The investment know-how of Australians might be lacking.

Think you know investing? Most Australians are failing the basics

It’s more important than ever to understand the basics of investing because it is one of the few accessible paths to building wealth.

  • Effie Zahos
Returns on residential property look pedestrian compared to other asset classes.

Don’t own a home? There’s another way to build wealth

When compared with other asset classes, the performance of residential property looks quite pedestrian.

  • Cameron Gleeson
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To utilise your money and truly get the most out of it, right now, you actually don’t need to lift a finger.

What should you do with your savings? Nothing at all

To utilise your money and truly get the most out of it, right now, you actually don’t need to lift a finger.

  • Victoria Devine
Getting divorced unexpectedly can cause a significant hit to your finances.

I’m recently divorced. Should I pay off my mortgage or boost my super?

There are two simple things you need to aim for at retirement: enough money to live on and a property to live in. Working out which to prioritise can be hard.

  • Nicole Pedersen-McKinnon
With Baby Boomers getting older, we have a large wave of inheritance on the horizon.

How to avoid the ‘oldest daughter’ effect when inheriting money

Women in Australia are increasingly being tasked with managing the finances not just for their immediate family, but also for their parents.

  • Grace Bacon
Financial Planning Association CEO Sarah Abood says the industry needs a “united voice” to parliament.

Consumers locked out of financial advice as fees keep rising

The incoming changes to legislation are not enough on their own to get costs down, advisers have warned.

  • John Collett

Original URL: https://www.theage.com.au/topic/financial-planning-hz8