Personal Finance News
personal-finance
Australia has no death duties. Technically.
Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.
personal-finance
Future Focus: Should you be overweight Australian or international equities?
How to lean on professional insights to develop your asset allocation framework.
personal-finance
Answers to your tax questions
Proposed changes to capital gains tax are stirring concern among investors, particularly around the new 30% minimum rate and the treatment of gains and losses.
personal-finance
Unconventional wisdom: Is AI mania testing your discipline?
As a handful of tech shares dominate returns even patient investors can start to have doubts.
personal-finance
Young & Invested: The federal budget’s hidden trade-offs
My take on a budget sold as intergenerational reform, but built on contradictions.
personal-finance
Three strategies for investing amid AI whiplash
AI fears have shifted from bubble talk to disruption anxiety, driving investors toward asset-heavy, ‘AI-resistant’ businesses while punishing many software and service firms. This environment may be ripe for stock pickers.
personal-finance
Survival is the only success
Nick Maggiulli declares that if you want to be financially successful, just survive.
personal-finance
Unconventional wisdom: Five ways to invest smarter under the new tax regime
Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
personal-finance
Are you under the illusion that your portfolio is diversified?
Australians feel safe because of what has worked in the past.
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?
High net worth doesn’t always translate into financial flexibility.
personal-finance
Lessons from the rule of 72
A quick take on how the rule of 72 helps investors understand the pathway to building wealth.
personal-finance
Why you shouldn’t take tips from professional investors
Mark and Shani run through why institutional thinking doesn’t fit with individual portfolios without consideration for context.
personal-finance
Is investing a craft and does it matter?
Passive investment options may make investing easier but that doesn’t mean it is easy.
personal-finance
The ultimate superannuation EOFY checklist 2026
A practical EOFY checklist to avoid costly SMSF mistakes.
personal-finance
Is compliancy eroding the financial resiliency of the average Australian?
Britain’s 1970s collapse shows how a series of pragmatic decisions can quietly erode resilience over time.
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