Latest
- Opinion
- Superannuation
How to claim a $157,000 tax deduction while turbocharging super
Anybody who can make extra concessional contributions of this magnitude should seriously consider doing so.
- Michael Hutton
- Opinion
- Superannuation
‘It’s my money’ attitude leading to illegal super withdrawals
Early release of super is only supposed to allowed as a last resort. So why are so many people being approved to use it for dental work?
- Peter Burgess
I’m a risk-taker but he plays it safe. How do we invest as a couple?
Mismatched risk appetite is a common problem in relationships. How can couples get over this hurdle when investing together?
- Penny Wise
- Opinion
- Managed funds
More zeros than heroes in active funds management
Don’t be fooled by short-term performance data and carefully assess after-fee returns.
- Ben Smythe
‘I lost my 95-year-old mother’s $1.6m life savings to scammers’
Great-grandmother Elaine Spring is ‘too frail’ to be told that the proceeds of the sale of the family home are gone.
- Duncan Hughes
- Opinion
- Cash
Why holding too much cash can be harmful to your wealth
As a standalone asset class cash has long underperformed bonds, property, and shares.
- Maziar Nikpour
Wealthiest Australians
Rich Lister down $160m as Eagers shares crash on profit warning
Australia’s biggest car dealership group warned of a June-half profit drop as household cost-of-living pressures rise.
- Simon Evans
- Exclusive
- Income tax
ATO freezes former Young Rich Lister’s muscle cars, mansion
The flamboyant accountant Steve Di Petta, who has a penchant for Ford Mustangs, is facing allegations he and his wife owe the Tax Office over $3 million.
- Max Mason
How a uni dropout went from Maccas to building a $100m company
Mark Woodland was expanding his education start-up before realising he’d overlooked a critical component for its success and he had to fix it.
- Julie-anne Sprague
This Month
JobSeeker, JobKeeper cut wealth inequality
Lower-income households benefited the most from early COVID government payments, but higher-income households had the greatest gains in the recovery.
- Lucy Dean
- Opinion
- Pathology
This routine health test is an investment opportunity
The share prices of pathology companies are below pre-pandemic levels and the world will need more blood tests.
- Mark Draper
- Exclusive
- Monday fundie
John Hempton laments return of meme machine Roaring Kitty
Before being hit by last week’s meme-stock rally triggered by an online stock promoter, Sydney hedge fund manager John Hempton was having a great year.
- Aaron Patrick
How a uni dropout went from Maccas to building a $100m company
Mark Woodland was expanding his education start-up before realising he’d overlooked a critical component for its success and he had to fix it.
- Julie-anne Sprague
The future of financial advice is digital – and human
AI-powered apps are touted as a big part of the solution to providing affordable financial advice en masse, but winning people’s trust is a key challenge.
- Joanna Mather
Athenaeum Club’s salami tactics trouble gender truce
It’s increasingly tricky to maintain both a male-only institution with a rollcall of reciprocal arrangements with prestigious British counterparts.
- Myriam Robin
Super for housing could only work for the fastest movers: experts
First home buyers struggling to save a deposit might welcome the Coalition’s promise to let borrowers tap their super for property, but economists say it will only push up house prices.
- Updated
- Lucy Dean
- Opinion
- Interest rates
RBA caught in political spin
Political considerations may explain the central bank’s unusual cheerleading of the federal budget.
- Christopher Joye
‘Window of opportunity’ for graduates to score debt reprieve
An accounting quirk means some graduates can escape the brunt of indexation, but only if they act fast.
- Lucy Dean
Higher living costs are eating into your super. Here’s what to do
Retirees are vulnerable to inflation because higher living costs eat into carefully calibrated savings plans that do not benefit from the injection of regular wages. Here’s what to do.
- Tom Richardson
The $150b club: Record number of super rich
The combined net worth of the world’s super-rich club is up 13 per cent this year to $3.3 trillion, according to the Bloomberg Billionaires Index.
- Diana Li and Jack Witzig
‘I thought I had dementia’: How menopause crimps income and super
Menopause costs women as much as $60,000 in retirement savings, according to ASFA.
- Sian Powell
Why I’ve got more in my super than when I retired 11 years ago
Choosing the right financial adviser can help set strategies, achieve goals and protect wealth. Here’s how to find the right one – and how much you should pay.
- Duncan Hughes
I’m a Zillennial. Is financial advice worth it for me?
At $4700, many young Australians would think twice about taking on a financial adviser. But are there instances when it’s worth it?
- Lucy Dean
How this Millennial plans to retire at 35
Saving hard and opting out of the consumer lifestyle has helped these people retire decades before their parents did.
- Bianca Hartge-Hazelman
- Opinion
- Superannuation
Labor’s ‘double taxation’ in super may not be as steep as you think
A 30 per cent tax rate is unlikely to ever apply to the entirety of annual earnings for people with balances above $3 million.
- John Wasiliev
My partner earns far more than me. Should we still split bills 50/50?
One partner in the relationship earns $200,000, while the other earns much less. What’s the fairest way to divide their living expenses?
- Penny Wise
- Exclusive
- Investing
Macquarie stokes ETF price war, slashes fees to 3 basis points
Macquarie wants to shake up the asset management sector with ETFs charging management fees as low as 3 basis points.
- Tom Richardson
‘Don’t waste it’: Smart ways to spend your income tax cut
Some workers will have an extra $350 a month from July 1. Don’t waste this “powerful” opportunity, experts say.
- Michelle Bowes and Lucy Dean
Forget Boomers. Millennials, your next landlord could be a best mate
For decades, Millennials and Generation Z have blamed Baby Boomers for locking them out of the housing market. But what happens when wealthy Boomers start to give their kids cash?
- Lucy Dean
