Latest
- Opinion
- SMSFs
What happens to your super after you die comes down to this choice
Your money can go to your beneficiary either as a regular pension payment or as a lump sum death benefit.
- Colin Lewis
- Opinion
- Super Q&A
I’m 74 and want to run my $10m SMSF with less fuss
A wealth manager can help you with investment strategy, administration and accounting. But choose wisely by checking their qualifications.
- John Wasiliev
- Opinion
- Trusts
The blueprint for Aussie wealth creation may no longer apply
For the past 30 years, creating and preserving wealth has followed a predictable pattern. But things have shifted, perhaps irrevocably.
- Shaun Cartoon
- Opinion
- ETFs
As term deposit rates fall, there’s another option for savers
Cash and money market ETFs allow investors to generate comparable returns to term deposits, but with greater access to ready liquidity.
- Cameron Gleeson
- Opinion
- Investing
Volatility is normal, we just forgot it was
Returns have been dominated by a handful of companies but that scenario is unlikely to persist.
- Todd Hoare
- Opinion
- Investing
Why humans make terrible investors
Cashing out during a period of volatility is usually harmful to your wealth.
- Ben Smythe
Wealthiest Australians
Family trust: Inside the Pratts’ legal soap opera
Richard Pratt carefully designed a succession plan for his three children, Anthony, Heloise and Fiona. But even the best-laid plans can wind up in court.
- Max Mason and Patrick Durkin
This ex-Macquarie banker toned up Brazil – and made a fortune
When Declan Sherman moved to the Latin American country with the investment bank, he was inspired to show the locals a new way to exercise.
- Yolanda Redrup
Robin Khuda is the ringleader of this year’s biggest M&A deal
The founder of AirTrunk has cashed in on the inexorable rise in demand for processing power and built a vast fortune on the rise of cloud computing.
- Paul Smith and Tess Bennett
This Month
‘I gave my husband almost everything in our divorce’
Dionne Lee was sure she could rebuild her financial life after divorce, but most people aren’t so confident. If that’s you, this guide will help.
- Alexandra Cain
Help! I’m trapped in my legacy pension product
A reader with $4.3 million in superannuation wants to know how he can exit an outdated, market-linked pension.
- John Wasiliev
What to do with a six-figure redundancy payout
Being made redundant can be emotionally and financially devastating if you weren’t expecting it. But large lump sum payouts also present an opportunity to reset your career and finances.
- Duncan Hughes
Earning big money but still broke? It could be lifestyle creep
Routinely splurging on luxuries can leave even very high earners drowning in debt. Three ways to set yourself free.
- Michelle Bowes
We have $360,000 in super. Are we wealthy enough for an SMSF?
There has been much debate about the appropriate dollar threshold for do-it-yourself super.
- Penny Wise
- Opinion
- Flat Chat
Why it’s important to maintain the rage in your unit block
Property investors can be drawn into a conspiracy of mutually enabled silence with rental agents – neither party wants any hassles. But that’s ultimately a costly strategy.
- Jimmy Thomson
This ex-Macquarie banker toned up Brazil – and made a fortune
When Declan Sherman moved to the Latin American country with the investment bank, he was inspired to show the locals a new way to exercise.
- Yolanda Redrup
Alzheimer’s takes a financial toll long before diagnosis
People who develop dementia often begin falling behind on bills years earlier, research shows.
- Ben Casselman
Alex found guilty of $10m tax fraud conspiracy
Construction identity George Alex has been found guilty of conspiring to defraud the tax office through his labour hire firms as his marathon six-month trial came to an end.
- David Marin-Guzman
- Opinion
- Investing
How Australia’s ‘magnificent 10’ contributed to returns over 20 years
How costly was failing to pick the ASX’s 10 top performers over the past two decades? Vanguard did the sums
- Carole Okigbo
Why the family farm has become a huge inheritance challenge
Succession planning can be extremely difficult, but it doesn’t have to be if you start talking early and come up with a workable strategy.
- Larry Schlesinger
August
The super funds failing to perform
For the first time, all default MySuper options passed the APRA performance test, but big retail funds continue to underperform.
- Michelle Bowes and Hannah Wootton
Where home buyers can score the biggest bargains now
House sellers are slashing their prices by hundreds of thousands of dollars as fresh listings rise before spring.
- Nila Sweeney
Don’t be tricked by these sneaky auction tactics
From fear of missing out to what’s known as ‘money illusion’, it’s useful to understand the psychology of real estate negotiations.
- Lucy Dean
Four strategies to lower pesky lenders’ mortgage insurance
Lenders’ mortgage insurance is a costly nuisance. But if it comes down to paying a bit extra and getting into the housing market sooner, it might be worth doing.
- Lucy Dean
- Opinion
- Governance
India’s sharemarket regulator chief needs to explain herself on Adani
Madhabi Puri Buch, the chairwoman of India’s Securities and Exchange Board, was an investor in the Adani network. Why has she cleared the company?
- Andy Mukherjee
Weekender dreaming: It’s a great time to buy a holiday home
Listings for popular getaway destinations are at their highest in five years, while demand has fallen, making now a good time to look for a holiday home.
- Michelle Bowes
- Opinion
- Property investment
Investing in property for yield has never looked so unattractive
Rather than dealing a fatal blow by ending negative gearing on property, governments are bringing about death by a thousand cuts.
- Michelle Bowes
- Opinion
- SMSFs
Beware – DIY repairs and renovations are a minefield for SMSFs
Doing work on a property owned by your SMSF is fraught with danger because of strict tax and superannuation laws. Here’s what you need to know.
- Meg Heffron
My short-term memory is a worry – should I close my DIY super fund?
Many retirees with SMSFs worry about diminished capacity as they get older – this is what to do.
- John Wasiliev