The $3 million super tax has many rethinking their super strategies, especially issues of wealth transfer on death. This ...

The ASX was rocked after Trump’s tariff announcements drove the market down 7% in less than a week. Morningstar Market ...

One product that is increasingly popular with Australian financial advisers is Separately Managed Accounts (SMAs). If you use ...

In this episode, we run through the common behavioural mistakes that will likely have an outsized impact on your portfolio, ...

It took the worst bond market in history to make investing in a 60/40 more painful during a market crash than holding all ...

The Victorian Civil and Administrative Tribunal has ruled that the exit fee clause in Lifestyle Communities’ ( ASX: LIC) ...

Tax is a large detractor of total returns. Invest in a tax efficient way. Many investors place a large focus on the return that they’re going to earn for an investor. Unfortunately, there are also ...

Welcome to Bookworm, my regular column that shares insights from books and other writing that I think can help investors achieve their goals. Each edition falls under one of three principles: owning ...

Many higher income earners look at opening a trust to distribute income and lower their tax burden. Here’s what you need to ...

An ANU study has found that families with at least one super balance over $3 million have average wealth exceeding $19 ...

The tariff story isn’t over yet, with U.S. President announcing a new raft, but the global equity market reaction has been ...

AI stocks have been more volatile than the overall technology sector, and “the uncertainty is legitimately higher,” Compton ...