Personal Finance News
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 State of the Australian Investor 2026
Data on how Australian retail investors think and act.
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.
personal-finance
Will investors be better or worse off under new housing tax changes?
Housing tax reform promises greater fairness, but the real winners and losers may surprise investors.
personal-finance
How to grow $700k to $5.4m – and why panic selling could halve returns
Volatile markets are the new normal, but what does reacting to market noise really cost investors?
personal-finance
Three considerations before reshaping your legacy plan
Making inheritance decisions in an uncertain future.
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
personal-finance
September's best reads from Morningstar
Take a look through what resonated with investors in September.
personal-finance
Investor Playbook: Are your investments working against you?
Three questions to ask in your next portfolio review.
personal-finance
Unconventional wisdom: Four assumptions for building wealth that investors should revisit
Four decades of falling interest rates shaped the way investors built wealth. If that era is ending, it may be time to revisit some long-held assumptions.
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