Personal Finance News
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.
personal-finance
The estate planning mistakes that can leave families fighting
The solution is not always equality, but fairness.
personal-finance
Future Focus: How did your portfolio perform against other Aussie investors?
The new State of the Australian Investor report reveals portfolio performance and how trading impacted results.
personal-finance
The AI risk investors often miss
The benefits of AI are easy to see. The trade-offs may take longer to notice.
personal-finance
Investor Playbook: When to sell your investment
A framework for one of investing’s most difficult decisions.
personal-finance
The first impact of negative gearing reform is not the tax bill
A subtle shift is influencing who can borrow, how much they can access and which property strategies still stack up.
personal-finance
Why Mark still chooses income investing despite its trade-offs.
Shani and Mark explore the trade-offs investors face when choosing between income, growth and different investment strategies.
personal-finance
Young & Invested: Three undervalued stocks owned by Australia’s wealthiest investors
Is popularity a compelling investment thesis?
personal-finance
Investor Playbook: 3 simple questions to ask before buying your next investment
A portfolio first framework for evaluating new opportunities and making better aligned investment decisions.
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