Is super fund’s insurance add-on really just junk?
Liberal Senator Andrew Bragg has branded the insurance offered inside super funds as junk but for most it’s not that cut and dry.
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How self-managed super funds can fall foul of the ATO
The disqualification of an ‘opportunistic’ veteran SMSF operator has wider lessons for all independent investors.
The ‘inheritance tax’ on your super and how to minimise it
The next generation can inherit your super but with it can come a tax slug too. Here’s how to make sure as much money as possible flows to the people and places you want.
Here’s how to deal with the ATO this year
Rental property returns and working-from-home expense claims are at the top of the ATO’s areas of scrutiny this year, so you have been warned.
Five savvy ways to cope with school fee prices rises
Private school fees are running well above the rate of inflation and education bonds are marketed heavily at under-pressure parents, but here are some other ways to pay for schooling.
Luxury aged care is here – at premium prices
The top end of the aged-care market is expanding and clients are increasingly willing to pay up to $500,000 a year to spend their retirement years in the lap of luxury.
The growing trend of retiring early and dying with zero
A financial and lifestyle strategy becoming popular among millennials is the ‘FIRE’ movement which stands for financial independence, retire early.
Cloudy but fine: why home solar makes economic sense
Does it make financial sense to install a solar system on your roof and buy a battery to store this energy? Here’s a breakdown of the cost benefits against the outlay.
If rates have peaked you should be doing this now
With interest rates expected to drop in 2024, it’s time to take a hard look at fixed-term deposits and annuities which can set you up for life.
Why self-managed super is back in a big way
Self-managed super funds are roaring back into fashion with a rush of new starts and a median balance of more than $800,000 and it’s not just the over-60s.
Original URL: https://www.theaustralian.com.au/author/james-gerrard/page/4