Personal Finance News
personal-finance
Does your will qualify for the discretionary testamentary trust exemption?
A run down of the proposed tax and its exemptions.
personal-finance
Morningstar’s best research on investor behaviour
We often spend hours researching investments and we spend far less time researching ourselves.
personal-finance
These simple portfolio checks could save you from costly mistakes
Follow these seven steps to keep your financial goals on track in the second half of 2026.
personal-finance
Unconventional wisdom: Australia’s dividend drought and what income investors should do about it
Falling ETF distributions and shrinking dividend yields have raised concerns that the golden age of Australian income investing is ending.
personal-finance
How to build wealth that lasts beyond you and avoid the ‘expertise trap’
Your expertise helped create your wealth. These five strategies can help ensure it continues supporting your family for generations.
personal-finance
Future Focus: Four financial ratios every household should know
Good context for your yearly review.
personal-finance
Should you pay off your mortgage or invest after the latest tax changes?
The equation has shifted. Find out what your best option could be in the latest Investing Compass episode.
personal-finance
12 picks for an income portfolio - Q2 2026 update
Passive income growth continues to exceed my target.
personal-finance
Unconventional wisdom: The market is expensive. I’m still investing
The arguments for a market bubble are compelling. So are the arguments against it. Here’s why you shouldn’t bet heavily on either outcome.
personal-finance
The retirees who can’t spend
When decades of saving makes spending feel uncomfortable.
personal-finance
Future Focus: The wealth-building playbook has changed
The rules we’ve inherited may not work for us now.
personal-finance
Minimise the tax your estate pays
Mark and Shani run through tips from an estate planning expert in this Investing Compass episode.
personal-finance
June's best reads from Morningstar
Take a look through what resonated with investors in June.
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