Personal Finance News

The tax landscape may be shifting, but these fundamental levers still drive your long-term success.

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.

How to lean on professional insights to develop your asset allocation framework.

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.

As a handful of tech shares dominate returns even patient investors can start to have doubts.

My take on a budget sold as intergenerational reform, but built on contradictions.

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.

Nick Maggiulli declares that if you want to be financially successful, just survive.

Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.