Latest News & Analysis
retirement
Less than 1% of wealthy families will struggle to pay super tax: study
An ANU study has found that families with at least one super balance over $3 million have average wealth exceeding $19 million - suggesting most are well placed to absorb taxes on unrealised capital gains.
personal-finance
Start the new financial year with your best foot forward
Our pick of resources to getting your portfolio in good shape for FY26
personal-finance
Young & Invested: Are we too obsessed with investment fees?
Low costs are the key to success.
retirement
Mark to market: Is this commonly cited retirement rule irrelevant?
Mark answers a reader question about spending in retirement.
markets
Market Index Performance | June 2025
Our monthly update detailing the short- and long-term performance of major indices.
personal-finance
5 steps to achieve the life you want through investing
Lessons learned from life and not an investing textbook.
personal-finance
Future Focus: Can you lower your tax rate with a trust?
Many higher income earners look at opening a trust to distribute income and lower their tax burden. Here’s what you need to consider before going down this path.
markets
Long winter for retailers starting to thaw
We’ve seen consumer sentiment recover from the extreme lows of the last few years; conditions are ripe for a retail rebound.
stocks
Tesla: Shares fall as US law set to eliminate EV tax credits early
CEO Elon Musk’s plan to start a new political party could serve as a distraction from his role.
retirement
Lessons from a ‘faux-tirement’
A six-week break from work brings insights into retirement and life.
personal-finance
Choosing a financial adviser
4 tips for helping with your search for a financial adviser.
stocks
Market too optimistic on new contract for ASX highflyer
Notable contract win, but market is limited.
stocks
Stock showdown: Could these ASX fuel players tempt income investors?
Rising EV uptake and the future of refining in Australia are sources of uncertainty, but Ampol and Viva may still offer value.
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