Latest
The window to make decent money on term deposits is fast closing
Banks have already started cutting interest rates anticipating the Reserve Bank’s next move, but there are still reasonable deals to be found.
- Michelle Bowes
The hunt for truly diverse investments – from alligators to concrete
With regular asset classes increasingly correlated, wealthy investors are looking to some esoteric choices.
- Alan Livsey
The power player who sparked a Melbourne Club feud
Those who regularly traverse the tricky world of club politics speak of it as a blood sport.
- Myriam Robin
IFM Investors, ISPT shareholders agree terms for $240b merger
Property investor ISPT is ready to sign on the dotted line with IFM Investors after more than a year of negotiations.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Financial planning
This wealth book has great advice – so why do I dislike it?
Scott Galloway is a superstar when it comes to wealth creation. The problem is, he knows it.
- Andrew Hobbs
- Opinion
- Inflation
Lower inflation could pressure RBA to cut rates
Very low inflation readings in the coming months will change the interest rate debate.
- Updated
- Christopher Joye
Wealthiest Australians
Anthony Pratt a witness to father’s love for half-sister: court claim
Billionaire Anthony Pratt and his sisters were witness to the “bonds of love and affection” between their late father and his “love child” Paula Hitchcock, claim new court documents.
- Patrick Durkin and Max Mason
- Opinion
- Financial planning
This wealth book has great advice – so why do I dislike it?
Scott Galloway is a superstar when it comes to wealth creation. The problem is, he knows it.
- Andrew Hobbs
This trader spotted a ‘really big gap’ – and made a fortune
Stake’s Matt Leibowitz loved his job as a derivatives trader, but when his friends started asking how to invest in US stocks, he saw an opportunity.
- Yolanda Redrup
This Month
- Sponsored
- J.P. Morgan
Fundamental research key for tapping global markets
As Australia’s stock market capitalisation pales in comparison to global equities, fundamental research has become a cornerstone for investment firms.
Sponsored
by J.P. Morgan
What advisers are telling clients about the $3m super tax
Financial advisers are urging parliament to resolve the super tax standoff to give wealthy clients enough time to adjust to the changes.
- Michelle Bowes
How to work less, help the kids and do the job you always wanted
A transition to retirement pension offers opportunities to revamp your lifestyle, pay down debt or gift a home deposit. Here’s how to take advantage.
- Duncan Hughes
The tools showing retirees they have more to spend than they thought
Retirement income modelling is advancing rapidly, giving people an unprecedented ability to plan their own financial futures.
- Joanna Mather
The Australians who may soon pay more for aged care
Labor and the Coalition are drawing closer to an agreement on changes to aged care funding. This is what it would mean.
- Lucy Dean
With $3.2m super, this couple wants a transition to retirement
Where one person is already retired and the other is still working full-time, what is the best way to manage retirement savings?
- John Wasiliev
This trader spotted a ‘really big gap’ – and made a fortune
Stake’s Matt Leibowitz loved his job as a derivatives trader, but when his friends started asking how to invest in US stocks, he saw an opportunity.
- Yolanda Redrup
Can I get a mortgage without a credit score?
Credit scores are a shortcut used by credit providers to assess your history in repaying debt. But what happens if you don’t have one?
- Penny Wise
How to calculate your net worth (and why you should)
Trying to build wealth without knowing your net wealth is like steering a ship without a compass. You might not get very far, and you could even go backwards.
- Lucy Dean
Millennial Zac dumps home ownership dream for ETFs
Zac Shparberg, 30, says he has no hope of owning a property in the city he grew up in. So, he’s embraced a different wealth creation plan that experts say could work.
- Tom Richardson
- Opinion
- Property prices
What property investors need to know about the mean, median and mode
Property investors need to know the three main statistical metrics and how they each offer a unique perspective on market values.
- Jarrod McCabe
Stability is great for portfolios – if you know where to look
Poll outcomes across the developing world appear to support growth as the US election looms.
- Cathy Hepworth
Strategy that can boost retirees’ income by $308k gains traction
Actuaries modelled the effect of annuities on retirement income for couples with $2 million, $1 million and $500,000 in super.
- Lucy Dean
- Exclusive
- Investing
What investors can learn from 30 years of markets data
Analysis by Vanguard Australia for AFR Weekend reveals how different asset classes have performed and a surprise top performer in the last financial year.
- Michelle Bowes
The Australian Club by the numbers, in five graphs
From five “Sirs” to 19 “Reverends” and 171 “Johns”, these are the statistics about the elite men’s club you didn’t know you needed.
- Myriam Robin and Michael Read
Private credit firms find $1trn target in rich Australians
Opportunities in the sector are now becoming more accessible to individuals, but investors should beware.
- Sharon Klyne
Couples go under the radar when it comes to gifting rules
It means they will not face age pension cuts when moving super between their accounts to maximise opportunities.
- John Wasiliev
Should I pay my children to stay off social media?
The right age for children to start using social media is a topic of hot debate.
- Penny Wise
Green super: Why investors hesitate to walk the talk
Lower investment returns and concerns about greenwashing are proving strong headwinds for green super.
- Michelle Bowes
