Latest
Super giant is ‘comfortable’ being among the worst funds for FY24
Industry super fund Hostplus’ annual return for its default product was among the lowest in the sector, but CIO Sam Sicilia says its long-term plan is solid.
- Hannah Wootton
Popularity of sustainable ETFs dives to lowest in a decade
Platinum Asset Management will terminate its Global Transition Fund due to low demand.
- Michelle Bowes and Joanna Mather
The $1m investment that will give you warm fuzzies and a tax deduction
These funds are the vehicle chosen by many wealthy families – this is how they work.
- Michael Hutton
How exquisite timing and meditating shaped this Rich Lister’s fortune
After deciding a career in law wasn’t for him, Kerry Harmanis turned to prospecting in WA. That decision led to the $3.1 billion sale of Jubilee Mines.
- Julie-anne Sprague
The surprising asset class the rich are using to build wealth
An increasing number of seasoned and wealthy investors are increasing their exposure to ETFs, an asset class that has been typically associated with the young.
- Michelle Bowes
They’re young, rich, and in the French Riviera
Cashed-up, glamorous young Aussies have descended on Saint-Tropez and Monte Carlo, spending their time on superyachts and at $1500-plus per night hotels.
- Yolanda Redrup
Wealthiest Australians
How exquisite timing and meditating shaped this Rich Lister’s fortune
After deciding a career in law wasn’t for him, Kerry Harmanis turned to prospecting in WA. That decision led to the $3.1 billion sale of Jubilee Mines.
- Julie-anne Sprague
They’re young, rich, and in the French Riviera
Cashed-up, glamorous young Aussies have descended on Saint-Tropez and Monte Carlo, spending their time on superyachts and at $1500-plus per night hotels.
- Yolanda Redrup
The workshop that teaches young rich kids to manage huge fortunes
During family retreats, kids start learning about managing money and donating to charity from an early age.
- Lucy Dean
This Month
- Opinion
- Interest rates
This rule suggests the US is on the brink of recession
The gradual increase in US unemployment has almost satisfied the “Sahm rule”, which has correctly identified the inception of all US recessions.
- Christopher Joye
The worst way to give your kids money, according to banks
What every parent considering gifting or lending cash to their kids for a home deposit must know.
- Lucy Dean
Expats’ retirement savings at risk in maze of pension transfers
Pension transfer company Brite Advisors is suspected by Australian and US officials of mishandling clients’ funds.
- Amy Bainbridge and Ainsley Thomson
A mind trick helped Mike buy this $300k car. Next? A $15m mansion
Millionaires reveal the money psychology hacks they swear by, detailing how delayed gratification can make you richer – and more in control of your goals.
- Nina Hendy
The workshop that teaches young rich kids to manage huge fortunes
During family retreats, kids start learning about managing money and donating to charity from an early age.
- Lucy Dean
Can we put $2.9m from a property sale into super?
You can – but you must tick these boxes first.
- John Wasiliev
Australia will have 400,000 new millionaires by 2028
Buoyed by property and super, Australians have become the second-richest people in the world, on paper at least.
- Lucy Dean
How to beat the ‘death tax’ set to increase cost of dying by 650pc
The cash-strapped Victorian government wants to increase probate fees. Here’s how much you might have to pay – and strategies for avoiding the hit.
- Duncan Hughes
We inherited dad’s house in the UK – where to pay capital gains tax?
Sisters who moved countries find tax and administration penalties could eat into their inheritance.
- Opinion
- Property investment
This fledgling asset class is generating double-digit returns
Investors are earning attractive returns from land lease communities, which can generate an annuity-style income.
- Sam Tamblyn
How this 29-year-old pilot plans to retire at 50 with $2.5m
From meal-prepping a month in advance to investing in Tesla and Coca-Cola, here’s how one young couple is hoping to retire early.
- Lucy Dean
How to navigate the greatest risk to your portfolio
If inflation is sticky and volatile, many holdings may be more dangerous than you think. Here’s how to drive around the potholes.
- Giselle Roux
Super fund savings will ride out ‘year of elections’: CIOs
But investment chiefs warn that the rise of populism or an increase in US-China tensions could flow through to short-term returns.
- Hannah Wootton
Time to buy into tech stocks has passed, says UniSuper
Soaring technology stocks helped increase the retirement savings of the fund’s customers last financial year, but it’s hitting the pause button on further investment.
- Hannah Wootton
- Opinion
- Investing
Best investments of the past financial year, ranked by risk
Among the higher risk asset classes, global shares did very well, and gold even better. But the king of 2024 was bitcoin.
- Christopher Joye
Why this is the ideal age to downsize
Move into a smaller home too early, and you miss out on the opportunity to put additional money into super. Leave it too late, and you might not be up to the task.
- Michelle Bowes
How to turn a six-figure salary into lifelong wealth
Are you a HENRY (high earner, not rich yet)? Here’s how to rework your financial future to join the HNW (high net worth) ranks.
- Michelle Bowes
How the 50/30/20 budgeting hack can unlock your finances
This straightforward strategy suggests dividing your income into three buckets: needs, wants and financial goals.
- Holly Thomas
Heavy office tower exposure drags down Cbus’ annual returns
But the construction industry super fund stood by its heavy allocation to the asset class, even as its financial year returns fell below rivals.
- Hannah Wootton
Aware Super cashes in on tech, healthcare bias to return 11pc
Aware follows several other super funds with high global equities exposure reporting returns of more than 11 per cent for 2023-24 as tech stocks soared.
- Hannah Wootton
