Yesterday
What Trump’s victory means for your money
From a sugar-hit to your super, to higher-for-longer interest rates, and a trade-war on the horizon, here’s what Trump 2.0 means for your finances.
- Updated
- Lucy Dean, Michelle Bowes and Joanna Mather
This Month
- Opinion
- Investing
Why Australian investors of all ages are switching to offshore shares
Those aged 25 to 49 have a roughly half-half split between domestic and international markets, but the change has been most marked among over-50s.
- Adam DeSanctis
What to know about investing in China’s volatile stock market
Investors are waiting anxiously to see details of a fiscal stimulus package expected to be confirmed by Chinese authorities this week.
- Diana Li
- Opinion
- AI
AI science won the Nobel Prize, but can it fix your finances?
Artificial intelligence could help younger people grow their wealth, but there’s a risk it could also result in “quirky” – if not risky – portfolios.
- Tim Mackay
From London to Riyadh: six expat hotspots that will make you richer
We sent a hypothetical young lawyer abroad to find out which income and tax combination would help them grow wealth fastest. The winner may surprise you.
- Lucy Dean
October
Resist the temptation to adjust your portfolio for a Trump win
Wagering markets have Donald Trump winning the White House but don’t bet your investment portfolio on election results.
- Penny Pryor
- Opinion
- Aged care
Four financial tips and traps for people entering aged care
There is a little-known rule that can work in your favour if you find your means-test assessment is dragging on.
- Louise Biti
Advice reforms to be legislated by May next year: Stephen Jones
The Assistant Treasurer says he is “impatient” to have the next tranche of advice reforms legislated, as super funds push for freedom to give broader advice.
- Joanna Mather and Lucy Dean
Inside the portfolios of the nation’s 690,000 rich investors
An extra 55,000 people joined the ranks of the high net worth investors this year, bringing the total number of rich Australians to 690,000. This is what their portfolios look like.
- Michelle Bowes
‘The biggest divide in Australia is the intergenerational divide’
Amid the cost-of-living crisis and struggles to get on to the property ladder, it’s getting harder to be young and rich these days.
- Lucy Dean
Financial advice just got cheaper. But there’s a catch
A change in the tax deductibility rules should mean Australians pay less the first time they use an adviser. But what is the downside?
- Michelle Bowes
Want to trade options? The ASX can teach you how
Ainsley Marcus, 34, says playing the ASX options game showed her investing could be more interesting than “just buying and selling shares”. But her money is still with ETFs.
- Michelle Bowes
- Opinion
- Family finance
Like home ownership, parenthood seems only for the privileged
What were previously considered “normal” attainable life milestones, including having children, are in danger of becoming luxuries.
- Sonya Williams
Who three childless couples plan to leave their money to
One of the joys of a life well lived is lavishing the wealth you’ve created on others. If you don’t have natural heirs, thorough estate planning is crucial.
- Nina Hendy and Joanna Mather
- Opinion
- SMSFs
How SMSFs can find cash when tragedy strikes
What happens when the sudden death of one spouse threatens to force the sale of property in a self-managed fund?
- Peter Townsend
Financial advice is expensive – is it tax-deductible?
A change from the ATO has broadened the tax-deductibility of some financial advice fees, which should make seeing an adviser for the first time a bit cheaper.
- Penny Wise
Where to invest $10,000 for two, five, 10 and 20 years
The decision on where to invest comes down to two factors: how long do you have, and how much risk you are willing to take.
- Lucy Dean
The five numbers that determine whether you’ll pay more for aged care
Well-off families will pay more under new rules for funding residential aged care. Here are five key numbers you need to know to navigate the additional expense.
- Joanna Mather
Nine money tips for new parents (and parents-to-be)
Your budget, salary and superannuation are just some of the things that could take a hit when having a baby. But by planning ahead, you can save on many of the costs.
- Michelle Bowes
How will the ATO view an inheritance from New Zealand?
Estate planning can be difficult for those with family ties on both sides of the Tasman.
- Penny Wise
