Personal Finance News

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.

What really drives your returns?

Take a look through what resonated with investors in September.

A decades-old estate planning tool has survived one tax crackdown only to be caught by another.

The gap is narrowing as ETFs claim a larger share of Aussie portfolios.

Policy changes distort investment decisions and raise questions around tax neutrality.

Some important effects never make the headlines.

Diversification beyond asset labels.

A right to reside can give a surviving partner and children security and a clear plan. It can also have important tax implications.