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PERSONAL FINANCE News & Analysis

Tax implications when investing in overseas shares and ETFs
Personal Finance
Tax implications when investing in overseas shares and ETFs
A significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign...
Shani Jayamanne | 28 February 2024
How to get a 0% tax rate on super sooner
Retirement
How to get a 0% tax rate on super sooner
Savvy investors can use a Transition-to-Retirement account to increase retirement savings and save on tax. 
Shani Jayamanne | 27 February 2024
The key to personal financial planning: Being lazy
Personal Finance
The key to personal financial planning: Being lazy
There are benefits to following a simplified approach.
Samantha Lamas | 25 February 2024
Is a focus on growing your net worth making you unhappy?
Personal Finance
Is a focus on growing your net worth making you unhappy?
We shuffle through life attempting to add zeros to our net worth without pausing to ask ourselves if we are measuring financial success in the right...
Mark LaMonica, CFA | 20 February 2024
Is even a little Bitcoin too much for your portfolio?
Personal Finance
Is even a little Bitcoin too much for your portfolio?
Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down.
Morningstar | 22 January 2024
The tax code is signalling how to build wealth
Personal Finance
The tax code is signalling how to build wealth
Not all income is built equal and it's important to understand the difference sooner rather than later.
Shani Jayamanne | 24 December 2023
5 investing rules I break in my portfolio
Personal Finance
5 investing rules I break in my portfolio
Don’t let perfect investing be the enemy of good
Adam Fleck, CFA | 13 December 2023
An 8% retirement withdrawal rate?
Personal Finance
An 8% retirement withdrawal rate?
A radio host advocates no small plans.
John Rekenthaler, CFA | 27 November 2023
How to deal with financial stress
Video
How to deal with financial stress
More high-income earners are now also experiencing financial stress. We go through practical ways to reduce it
Shani Jayamanne | 22 November 2023
The role future expectations play in investment returns
Personal Finance
The role future expectations play in investment returns
We believe investors should focus on long holding periods.
Shani Jayamanne | 14 November 2023