Personal Finance News
personal-finance
Can you really live off dividends in retirement?
Shani and Mark explore the trade-offs investors face when choosing between income, growth and different investment strategies.
personal-finance
The estate planning mistakes that can leave families fighting
The solution is not always equality, but fairness.
personal-finance
Future Focus: How did your portfolio perform against other Aussie investors?
The new State of the Australian Investor report reveals portfolio performance and how trading impacted results.
personal-finance
The AI risk investors often miss
The benefits of AI are easy to see. The trade-offs may take longer to notice.
personal-finance
Investor Playbook: When to sell your investment
A framework for one of investing’s most difficult decisions.
personal-finance
The State of the Australian Investor 2026
Data on how Australian retail investors think and act.
personal-finance
The first impact of negative gearing reform is not the tax bill
A subtle shift is influencing who can borrow, how much they can access and which property strategies still stack up.
personal-finance
Why Mark still chooses income investing despite its trade-offs.
Shani and Mark explore the trade-offs investors face when choosing between income, growth and different investment strategies.
personal-finance
Young & Invested: Three undervalued stocks owned by Australia’s wealthiest investors
Is popularity a compelling investment thesis?
personal-finance
Investor Playbook: 3 simple questions to ask before buying your next investment
A portfolio first framework for evaluating new opportunities and making better aligned investment decisions.
personal-finance
Will investors be better or worse off under new housing tax changes?
Housing tax reform promises greater fairness, but the real winners and losers may surprise investors.
personal-finance
How to grow $700k to $5.4m – and why panic selling could halve returns
Volatile markets are the new normal, but what does reacting to market noise really cost investors?
personal-finance
Three considerations before reshaping your legacy plan
Making inheritance decisions in an uncertain future.
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
personal-finance
September's best reads from Morningstar
Take a look through what resonated with investors in September.
personal-finance
Investor Playbook: Are your investments working against you?
Three questions to ask in your next portfolio review.
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