Latest
I lost $2.5m of my super to scammers
Five victims outline how their funds were taken by sophisticated impersonation fraudsters and why they feel abandoned by their banks.
- Duncan Hughes
Why it’s worth selling your investment property before you retire
Making the most of higher superannuation caps can boost your retirement coffers just when you need it the most.
- Kelly Kennedy
- Opinion
- Inflation
You heard right – the RBA could raise rates again
The Reserve Bank of Australia will likely be forced to warn that it could raise rates again.
- Christopher Joye
Why more Australians are choosing semi-retirement
Fusing the parts of work you still enjoy with hobbies, travel and passion projects is the dream for many. Here’s how to make a go of it
- Michelle Bowes
Why you’ll live longer than you think (and what it means for your wealth)
Very few people die at their age of life expectancy, giving rise to financial planning’s biggest conundrum: longevity risk.
- Penny Pryor
Is it possible to find love without an app?
Online-dating fatigue is creating pressure for innovations to help humans discover love in real life, but hitting on strangers isn’t easy.
- Faith Hill
Wealthiest Australians
Forrest-backed Minderoo to become bigger philanthropic force
The financial endowment behind Andrew and Nicola Forrest’s philanthropic Minderoo Foundation is expected to grow towards $40 billion by the end of the decade.
- Brad Thompson
The homeschooled billionaire who built a fortune before turning 40
Shaun Bonett was the country’s richest person under 40 in 2007. Now a billionaire, he shares his story, including a humiliating $25 million mistake.
- Julie-anne Sprague
- Exclusive
- Private banking
Goldman eyes local banking licence to grow ultrarich lending business
The Wall Street investment banking giant has made no secret of its desire to expand its private wealth division. There are limits on what it can do.
- Primrose Riordan
This Month
- Analysis
- Gen Z
Stop complaining, Zoomers – you’re rich
People born between 1997 and 2012 should appreciate that Millennials and Baby Boomers were poorer at this stage in their lives.
- The Economist
A child won a share of her dad’s estate – despite planning to kill him
A 75 per cent success rate in contesting wills is encouraging more family members to sue for a bigger share. Here’s how to protect your final wishes.
- Duncan Hughes
- Opinion
- SMSFs
The rule book on investing in cars, wine or diamonds
Because they’re classified as collectable or personal use assets, strict rules apply to their acquisition, storage, insurance and use if held by an SMSF.
- Colin Lewis
How will $3m super tax work when my balance goes all over the place?
You won’t get a refund if you’ve paid the tax and your fund later loses money. But you can carry forward the loss to offset gains in later years.
- John Wasiliev
The $10,000 and $30,000 rules for art that will make you money
With 83 per cent of young collectors buying art for financial reasons, here’s how to make sure you know what you’re doing.
- Lucy Dean
I’m an expat with shares and property. What are my tax obligations?
One of the most common mistakes expats make is not adjusting their investment strategy to minimise tax, advisers say.
- Penny Wise
Australian Club showdown gives members indigestion
You know what totally ruins the vibe? Democracy. Of which members of Melbourne’s prestigious Australian Club have had a gutful.
- Updated
- Myriam Robin
Forrest-backed Minderoo to become bigger philanthropic force
The financial endowment behind Andrew and Nicola Forrest’s philanthropic Minderoo Foundation is expected to grow towards $40 billion by the end of the decade.
- Brad Thompson
- Opinion
- Federal budget
Albanese’s new fund manager CEO doubles down on meetings
The new $15 billion National Reconstruction Fund is already doing strange things, including holding its first two board meetings on the same day.
- Aaron Patrick
The three reasons your portfolio needs emerging markets
A key attraction is the ability to invest across segments that often react differently to various macroeconomic environments.
- Cathy Hepworth
- Opinion
- Investing
What you’re missing out by investing only in Australian shares
With low forecast earnings domestically, if you aren’t diversifying across markets, it’s time to do so now.
- James Weir
Philanthropy 50: Which Australians gave away the most in 2023?
Donations from Australia’s biggest private givers have jumped to a record $1.25 billion.
- Lisa Murray
- Opinion
- Investing
Five ways to play the long-term AI theme on the ASX
There’s probably no Australian-listed company that’s not using AI in some way to become more efficient and improve margins. But who might the bigger beneficiaries be?
- Elio D'Amato
The homeschooled billionaire who built a fortune before turning 40
Shaun Bonett was the country’s richest person under 40 in 2007. Now a billionaire, he shares his story, including a humiliating $25 million mistake.
- Julie-anne Sprague
- Opinion
- Investing
The best private credit opportunities are in the US, Europe right now
Target returns from private credit are around 5 per cent to 6 per cent above the RBA cash rate.
- Mark Draper
The happiest retirees have these things in common
Someone who retires at 67 and is lucky enough to live to 87 in good health has 7300 days to fill. Make them happy ones, advises The Golfing Counsellor.
- Lucy Dean
House deposit or HECS debt: what’s best for the kids?
Soaring student loan debts can reduce first home buyer lending capacity by up to $140,000, according to analysis by RateCity.
- Duncan Hughes and Lucy Dean
- Opinion
- Inflation
Business bankruptcies are at a 25-year high and that’s very bad news
In total, 1131 businesses went bust in the month, which was the largest number since ASIC started collecting these statistics in 1999.
- Christopher Joye
- Opinion
- Investing
The curse of market concentration is spreading
Concentration risk has tended to be predominantly confined to the Australian market but as investors diversify overseas, they face a similar problem in the United States.
- Ben Smythe
- Opinion
- Super Q&A
How do I calculate my tax-free super pension limit?
The transfer balance cap has increased twice since its inception to reach $1.9 million. Calculating how to stay within it can be tricky.
- John Wasiliev
