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Over 75s may not be able to reopen super accounts, but there are other tax-effective opportunities.

We retired overseas but came back. What should we do with our money?

This couple may not be able to reopen their super accounts, but there are other tax-effective opportunities.

  • John Wasiliev
House and apartment prices in Victoria should be due for a solid rise.

Melbourne property market is due for a comeback

Oxford Economics predicts the median Melbourne house price will grow 21 per cent over the next three years, outpacing Sydney’s forecast 18 per cent expected growth.

  • Sam Tamblyn

How to sleep easy with your investment decisions

If your portfolio is inconsistent with your risk tolerance, you’re more likely to lose sleep and make poor decisions driven by emotions.

  • Michael Hutton

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

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

Wealthiest Australians

Minderoo Foundation chief executive John Hartman.

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
Goldman Sachs’ headquarters in New York. The investment banking giant has made a concerted push into private wealth in Australia.

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
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April

For those fortunate enough to have good health and money, semi-retirement is an increasingly popular option.

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
Wealth and level of higher education are linked to longer lifespans.

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
If “real life” means finding love face-to-face, rather than through a screen, you can’t blame people for wanting to return to it.

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
Olivia Rodrigo: “Growing up is f---ing awesome. You have all the time to do all the things you want to do.”

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
AFR

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
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Natural diamonds, including pink diamonds, held in loose form are not considered collectable or personal use assets under super law, and thus do not have specific storage and insurance requirements.

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
Boris Cornelissen and Jesse-Jack De Deyne of the A Secondary Eye art gallery.

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
Property is typically taxed more harshly when you are living overseas.

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
Election bunfight at The Australian Club in Melbourne.

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
Minderoo Foundation chief executive John Hartman.

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
Ivan Power

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
In slowing global growth markets, hedged emerging market local rates can perform well.

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

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
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Pick any of the strongest cash generators on the ASX and you will find a business at the cutting edge of AI.

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
Lending to stable mid-market companies in the US and Europe is the most favourable segment of private credit.

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
Lukas Winward says the beauty of golf is that the act of playing, walking and teeing up gives people plenty of time to think.

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
AFR

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