Personal Finance News
personal-finance
The great wealth transfer myth
Why do some families preserve wealth for generations while others struggle?
personal-finance
Young & Invested: Why wealthy investors earn higher returns
The answer isn’t as obvious as it seems.
personal-finance
The inheritance mistake most families don't see coming
In this episode, Mark and Shani unpack how Australians are navigating volatility, adopting ETFs, managing tax considerations, and building portfolios in an increasingly complex investment environment.
personal-finance
Investor Playbook: What these ASX heavyweights reveal about your portfolio
What really drives your returns?
personal-finance
October's best reads from Morningstar
Take a look through what resonated with investors in September.
personal-finance
Testamentary trusts: Treasury has picked the wrong reading
A decades-old estate planning tool has survived one tax crackdown only to be caught by another.
personal-finance
Chart of the Week: Investors allocate More to ETFs
The gap is narrowing as ETFs claim a larger share of Aussie portfolios.
personal-finance
Why does the system treat capital gains and losses differently?
Policy changes distort investment decisions and raise questions around tax neutrality.
personal-finance
The hidden cost of government debt for investors
Some important effects never make the headlines.
personal-finance
Investor Playbook: The death of easy diversification
Diversification beyond asset labels.
personal-finance
Avoid unnecessary CGT with this estate planning clause
A right to reside can give a surviving partner and children security and a clear plan. It can also have important tax implications.
personal-finance
Unconventional wisdom: The latest market obsession investors can ignore
Investors are constantly pressured to act but research suggests that knowing what to ignore is just as important as knowing what deserves your attention.
personal-finance
Taxing time for trusts
Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore select restructuring strategies.
personal-finance
The State of the Australian Investor 2026
Data on how Australian retail investors think and act.
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.
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