Personal Finance News
personal-finance
Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate
Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts.
personal-finance
Young & Invested: Is SpaceX the wealth machine that investors have been waiting for?
The record-breaking IPO has sparked a wave of excitement and accompanying products, but history tells a different story about the long-term prospects.
personal-finance
Income tax and bracket creep
Examining how five “tax cuts” stack up against bracket creep.
personal-finance
Future Focus: What would happen if your income stopped tomorrow?
How a break in cashflow impacts us all differently.
personal-finance
This tax change could slash the cost of financial advice
A shrinking adviser workforce and rising costs are squeezing access to financial advice, just as demand surges. Expanded tax deductibility offers a modest but meaningful boost to affordability.
personal-finance
Unconventional wisdom: Don’t play Russian Roulette with your finances
Resilience is an underappreciated quality in a portfolio and life.
personal-finance
Make your mortgage tax deductible
Mark and Shani run through how to turn a portion of your mortgage into tax deductible debt through a debt recycling strategy.
personal-finance
Avoid paying extra tax in super
High income earners should plan ahead for their Div 293 liabilities.
personal-finance
Is it time to rebalance your investment portfolio?
Undertaking a mid-year review of your holdings.
personal-finance
How to use your tax refund to build wealth
Taking advantage of small amounts can go a long way.
personal-finance
How to minimise tax with a will
Estate planning expert shares how to structure for tax efficiently
personal-finance
Unconventional wisdom: Profiting from impatience
As passive investing surges and trading becomes faster and more reactive, fewer investors are focused on fundamentals which creates a bigger opportunity for those that are.
personal-finance
Investing after the Budget
Mark and Shani run through five ways to structure yourself after the tax changes.
personal-finance
The risk-wealth paradox: Why more money means you should take less risk
Questioning the common believe that as your wealth increases, your capacity to take risk increases as well.
personal-finance
Young & Invested: Admitting my biggest portfolio loser
Why deviating from your investment strategy rarely works out.
personal-finance
Future Focus: The dangerous assumption behind the new CGT changes
Investing is not just a rich person’s sport anymore, and it’s dangerous tax policy to think it is.
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