Latest
- Opinion
- Bonds
Attention investors: the risk of a sovereign debt crisis is back
The financial market volatility induced by the political dramas in France show the world is moving into a new risk regime.
- Updated
- Christopher Joye
Can I do anything to maximise my tax return this close to June 30?
Though the end of the financial year is just days away, there are still some last-minute ways small businesses can reduce their tax liabilities.
- Penny Wise
How to take the tax sting out of inheriting shares
Nearly $5 trillion will be passed on over the next decade. But advisers warn it’s easy to fumble a pricey portfolio if you’re not careful.
- Lucy Dean
How much your super fund is expected to grow this financial year
The expected returns were driven largely by strong performances from overseas equities, Chant West found.
- Hannah Wootton
My $1.25m super fund can’t pay me enough income
An 84-year-old is facing liquidity problems with minimum annual pension payments – but there are solutions.
- John Wasiliev
- Opinion
- Income tax
How to cut tax if you have an employee share plan
Don’t assume the taxman won’t come knocking – this is how it works and what you can do to soften the blow.
- Colin Lewis
Wealthiest Australians
The day everything changed for Young Rich Lister Tash Oakley
For the 33-year-old who made her millions in swimsuits and Pilates, her business was literally her body, then suddenly it simply couldn’t take it any more.
- Lucy Dean
- Exclusive
- Commercial real estate
Rich List Snow family sets sights on Canberra’s next landmark
It is the first major project launched by Capital Property, the owner of Canberra Airport, since Terry Snow stepped down from active management last month.
- Nick Lenaghan
- Analysis
- Rich List
Why Cannon-Brookes, Farquhar are down $15b in just two months
Concerns about Atlassian’s cloud growth rate have triggered a share sell-off, which has wiped a combined $15.4 billion off the valuations of its co-founders.
- Yolanda Redrup
This Month
‘Active’ a dirty word in investing circles, high fees an issue: JP Morgan
JP Morgan executive Andrew Creber argues active managers are on the cusp of a comeback but passive investor Betashares says ‘no chance’.
- Michelle Bowes
- Opinion
- Sharemarket
Aussie tech stocks that could supercharge a portfolio
These seven companies have collectively returned an astonishing 1151 per cent since 2016.
- James Weir
- Opinion
- Chanticleer
Story of change in rise of Betashares, decline of Perpetual and AMP
The shift from active to passive management is changing the face of Australia’s financial sector. Unaffordable housing could shift things again.
- James Thomson
The Rich Lister who avoids risk at all costs
Richard White wanted to be a rock ‘n’ roll star. He ended up developing software for companies in logistics and is now the 11th wealthiest person in Australia.
- Julie-anne Sprague
Cbus tops list for super complaints
Cbus also paid $1 million in compensation claims to customers in the first half of the financial year.
- Hannah Wootton
- Opinion
- Inflation
Profligate public spending amplifies inflation crisis
Financial markets might spit the dummy and unilaterally impose a much higher long-term cost of capital on everyone.
- Christopher Joye
- Opinion
- Flat Chat
ATO warns property investors not to ‘double-dip’ on expenses
Rental property taxes can be tricky, and that’s before you add in the strata factor.
- Jimmy Thomson
When it’s worth giving up government subsidies to stay home for longer
There may be more home care packages in the recent federal budget, but in some cases you would be better off financing care yourself.
- Bina Brown
The four biggest mistakes downsizers make, according to this expert
Many people overestimate how much they will have left over after downsizing, but smaller doesn’t necessarily mean cheaper.
- Penny Wise
What to do with $400,000 inheritance when you have no super
A windfall could give a woman living in her daughter’s granny flat access to three income streams.
- John Wasiliev
Eight ways to squeeze more into super – which ones are you using?
A couple employing just four of these methods could boost their retirement savings by almost $5 million.
- Duncan Hughes
How stage three tax cuts can save you $322,000 on your mortgage
Directing tax savings to a mortgage can pay off handsomely over the long term.
- Lucy Dean
Eight ways high earners can maximise their tax returns
The key message this tax time is to bring deductions forward and push income back.
- Michelle Bowes
Nine stocks to buy and hold forever
Forget crypto because nothing beats buying and holding a terrific business for the long term to create generational wealth, say fund managers.
- Tom Richardson
- Opinion
- Property investment
How the ultra-wealthy are preparing for a property uptick
When Rich Listers hit go on commercial real estate projects, it’ll be a sign that we’re close to a market turnaround.
- Sam Tamblyn
- Opinion
- Emerging markets
Five reasons to look at emerging markets for growth
Given global structural shifts, valuations may not fully reflect the upside potential of the asset class, which could reach double digits.
- Cathy Hepworth
Nine tips for creating a successful family dynasty
Most dreams of creating a family dynasty are dashed within decades but a solid succession plan can save money and grief.
- Duncan Hughes
$100,000 may be the new norm for city home deposits
With a standard 20 per cent deposit, Australians need to have saved a median of $100,000 to enter the property market in capital cities.
- Michelle Bowes
I have an older-style pension – has the government forgotten about us?
While legacy income streams were not addressed in the recent federal budget, there are steps you can take to make them easier to work with.
- John Wasiliev
Why the proposed new $3m super tax is simpler than you think
But the devil is in the detail, so the potential for complexity lies in how the “proportion” and “earnings” amounts are worked out.
- Meg Heffron
