Latest
Why $100k at 25 is more powerful than an inheritance at 55
Timing matters as much as the amount you give when it comes to helping the next generation get set for success.
What new super advice fee rules mean for SMSFs
There are rules around the type of financial advice a self-managed superannuation fund can pay for. Are you getting it right?
The superannuation rule you should know about if you are over 60
For those working in multiple positions, leaving one can be enough to provide access to retirement savings, even if they carry on working in the other.
The sums wealthy parents are giving kids for house deposits
With 65 per cent of Boomers playing bank of mum and dad for homes, degrees and living costs, a survey reveals what’s being gifted – and why advisers say it takes careful planning.
Big super investor council under own fire for AGM season
The long-time head of governance at the Australian Council of Superannuation Investors has abruptly left, leading to disquiet among major retirement funds.
US warns ATO of backlash from big tech tax grab
A senior US Treasury official says the ATO’s plans to tax foreign tech giants that shift revenue overseas could lead them to pull back on local investment.
Wealthiest Australians
Dubai in Geelong? Tim Gurner’s $1.75b plan for Victoria’s second city
Superyacht berths, a floating pickleball court and views to die for. The billionaire developer is bringing a little bit of Burj Khalifa to Cunningham pier.
Software billionaire splashes $36.5m on twin Manly waterfronts
Two Rich Listers have traded waterfront homes in one of the Sydney northern beaches suburb’s priciest deals.
Gerry Harvey, NRL legend back plan to cement PNG’s economic growth
Harvey Norman founder and rugby league great are among the backers of a plan to build a $570 million cement plant in the Pacific nation.
This Month
He left his son 2pc of a $25m estate – a court had other ideas
The NSW Supreme Court overruled Nicola Iacovazzi’s detailed estate plan to prevent his chronically ill son from having to rely on government support.
What 97,000 portfolios tell us about how Australians invest
Data from the ASX, Morningstar and Sharesight reveals how Australians build ETF-led portfolios, manage tax, and avoid active trading traps.
Three wins (and three traps) in Labor’s updated trust tax legislation
Redrafted trust rules fix key franking and ATO hurdles, yet an inability to add future family members threatens long-term succession planning.
Family trusts get one chance to beat the 30pc tax: your options
Remain discretionary, roll over into a company, or make an election? Here’s the experts’ advice on which path could be the “least bad” for your circumstances.
Refinancing your home loan? Don’t make this costly mistake
The cost-of-living debt strategy can save you a lot of money, but only if you understand the long-term implications and stick to your repayment plan.
I paid an aged care deposit for my parent. How do I get my money back?
Paying a residential aged care deposit for a parent may be well-meaning, but might be better structured as a loan.
Baillieu v Baillieu: Insider attack on Melbourne family office
Activist investor James Baillieu has accused the family office founded by his ancestors of a “profound breakdown” in its integrity.
What the Firmus IPO collapse means for Maas Group – and AI
Investors’ brutal repricing of the infrastructure firm after the float’s cancellation is revisiting a lesson that Australian investors have been taught before.
Bittersweet send-off for Liberal luminary Bruce Baird
Colleagues and media gathered at Sydney’s St Andrew’s cathedral on Monday to farewell former Australian politician Bruce Baird.
How this $71m business founder is building personal wealth
Solar entrepreneur David Howie and two mates launched their business with $45,000. Here are six financial moves advisers say every founder should make.
Ex-football boss hit with new deception case over business sale
Former Sydney Olympic FC president Damon Hanlin faces claims of forged documents and fictitious revenue forecasts over the $70 million sale of his company.
Firmus-powered redemption arc goes askew for Oliver Curtis
For a man who spent months in prison, little could have signalled the public’s forgiveness and acceptance more than a public sharemarket float of this size.
Can defined benefit super members use downsizer rules?
Member of the defined benefit public sector superannuation scheme can make downsizer contributions, but the rules are a little different.
Inside Nicola Forrest’s $500m flying start
Her place as one of Australia’s biggest philanthropists has been confirmed as her foundation makes it first big plays, including a program for female founders.
‘Redistributing my wealth’: Nicola Forrest unveils $500m fund
The philanthropist and Rich Lister has tipped 25 million Fortescue shares and $125 million of cash into her Coaxial Foundation to kickstart her giving strategy.
The $105 fortnightly habit that builds a $1.3m super balance
Small, regular contributions during your working years compound dramatically over time, giving you significantly more spending freedom in retirement.
What low-cost brokers don’t tell you about how your shares are owned
If a broking platform fails, whether your shares are owned under the CHESS system or through a custodial arrangement could be of great consequence.
Should you invest in Australia despite economic headwinds?
There is no reliable evidence that gross domestic product expansion yields superior sharemarket returns.
How the global bond sell-off hits your share portfolio
From sticky inflation to the AI boom, global forces are pushing bond yields up – and shaking share portfolios in the process.
