TAX EFFICIENCY News & Analysis

Three things to consider when planning for an early retirement. 

The tax efficient way for parents to save on education expenses. 

Putting the right steps in place can minimise the risk of costly disputes, writes Anthony Fensom.

Morningstar's Christine Benz offers timely ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.

Tax efficiency is one of several reasons why investors have flocked to exchange-traded funds, prompting Morningstar to ponder how they compare to...

The end of financial year is looming but it’s not too late to put in place some smart superannuation strategies before 30 June to help reduce...

Sticking to what you know, keeping a written plan and minimising market noise rank among these eight investment tips from Ben Johnson, director of...

The key tax advantage for a share trader is that losses can be offset against other income.

When markets swing wildly conventional wisdom suggests doing nothing may be best, but for people closer to retirement that's not always the best...

Liquidity, transparency, and tax efficiency are hallmarks of ETFs, but Ben Johnson says some of these benefits can be oversold.