Skip to navigationSkip to contentSkip to footerHelp using this website - Accessibility statement
  • Advertisement
    Wealth

    Personal Finance

    Today

    ATO targets property valuations in countdown to new $3m super tax

    SMSFs are in the firing line for failing to update the market value of investment properties and commercial buildings such as farms and medical practices.

    • Duncan Hughes
    A question of super.

    Can I put $360,000 into super before my divorce settlement?

    A reader getting $1.9 million from her ex-husband’s super fund wants advice on maximising her savings and the $15,000 she already has in her fund.

    • John Wasiliev

    Yesterday

    Over the past five years, financial advice fees have risen nearly 60 per cent.

    Not rich enough! Why my financial adviser dumped me

    Half a million Australians have been ‘sacked’ by their financial planners as firms clamour to win wealthier clients.

    • Penny Wise

    Where to profit from Brisbane’s Olympic property boom

    How to work out where to invest so that your gains hold for the long term.

    • Jarrod McCabe

    Spending a few hours on this now will make you richer later

    Work through these 11 steps to grow your superannuation faster.

    • Colin Lewis
    Advertisement

    These cheap mining stocks still offer opportunity for investors

    A drop in mining business valuations has opened a window of opportunity for investors looking to lock in cheap prices and potentially big dividends.

    • Tom Richardson

    This Month

    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
    Private banks are using ETFs across their portfolios.

    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
    A politically sensitive Fed has been desperate to cut its policy rate all year.

    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
    Protecting transfers to children is not simple, say lawyers, advisers and brokers.

    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
    Tens of millions of dollars of clients’ funds at Brite are unaccounted for.

    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
    Mike Larcher

    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
    Mutual Trust chief executive Phil Harkness says the trick to a successful wealth transfer is to get the kids in early (and give them chocolate).

    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
    Another way for young workers to boost their final super balance is to dial up the risk in their portfolios by moving from a balanced investment option into a high-growth one.

    Can we put $2.9m from a property sale into super?

    You can – but you must tick these boxes first.

    • John Wasiliev
    Advertisement
    The Australian dollar jumped after the greenback weakened.

    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
    AFR

    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.

    Stockland bought five land lease community projects in Queensland.

    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 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