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BUDGET News & Analysis

An investor's view of the budget
Personal Finance
An investor's view of the budget
Morningstar's James Gruber breaks down the key numbers, policies, and economic forecasts, as well as some conclusions for superannuants and retirees.
James Gruber | 20 May 2024
Most people say they want to ‘Age in place.’ But what does that really mean?
Personal Finance
Most people say they want to ‘Age in place.’ But what does that really mean?
Three top factors that may affect your living decisions as you age.
Mark Miller | 11 October 2023
Why you should involve your kids in your budget
Personal Finance
Why you should involve your kids in your budget
Turn financial challenges at home into these teachable moments.
Ashley Redmond | 28 September 2023
What the Federal Budget means for retirees
Retirement
What the Federal Budget means for retirees
The budget includes cost-of-living support for retirees yet indicates the Government won't change the way it calculates the new super tax.
James Gruber | 10 May 2023
3 numbers that can help you budget
Personal Finance
3 numbers that can help you budget
The golden ratio can help you find the right balance between spending and saving.
Sarah Newcomb, Ph.D | 11 January 2023
CEO to make Magellan great again and Liz Truss calls it quits: What we learned this week
Markets
CEO to make Magellan great again and Liz Truss calls it quits: What we learned this week
Albo soft launches the federal budget, Dahmer series pumps Netflix numbers and Elon to terminate Twitter staff.
Nicola Chand | 21 October 2022
What's your real inflation rate?
Personal Finance
What's your real inflation rate?
Headline inflation is spiking but it doesn't tell the full story with some households disappropriately affected. Here's how to calculate your own...
Christine Benz | 29 March 2022
Super changes, the Budget and 2021 versus 2022
Retirement
Super changes, the Budget and 2021 versus 2022
The Budget handed down  this week delivered many welcome changes to superannuation. However, they are subject to legislation and at best, the...
Graham Hand | 13 May 2021
Budget must put money in people's pockets first
Markets
Budget must put money in people's pockets first
Investing in business while wages stagnate is the wrong approach, the Grattan Institute's Danielle Wood has told a Morningstar forum.
Emma Rapaport | 09 October 2020
YourSuper will save $17.9 billion! Surely you’re joshing
Retirement
YourSuper will save $17.9 billion! Surely you’re joshing
In Budget 2020, Josh Frydenberg announced a performance comparison tool and fund stapling to save Australians $17.9 billion over 10 years. But too...
Graham Hand | 09 October 2020