Latest
Who three childless couples plan to leave their money to
One of the joys of a life well lived is lavishing the wealth you’ve created on others. If you don’t have natural heirs, thorough estate planning is crucial.
- Joanna Mather
Jon Adgemis’ CFO voted into rich Sydney council
Alexander Andruska has described himself as the CFO “of a group that has several businesses in NSW and Victoria”. That is, Adgemis’ JAGA Group.
- Myriam Robin
A tour of the weird places the global elite hide wealth
A new book explores the ‘special zones’ created to bring in money and industry.
- Jordan Weissmann
- Exclusive
- Mining
From Trump to Khuda: secrets of Australia’s most-connected director
Mark Barnaba has an uncanny ability to forge close personal relationships that turn into long-term and lucrative business opportunities.
- Jennifer Hewett
- Opinion
- SMSFs
Why over 70s are pouring money into super like never before
Removing the work test has allowed more people to take advantage of a strategy that reduces tax on an inherited nest egg.
- Peter Burgess
- Opinion
- SMSFs
How SMSFs can find cash when tragedy strikes
What happens when the sudden death of one spouse threatens to force the sale of property in a self-managed fund?
- Peter Townsend
Wealthiest Australians
Richard Pratt’s love child free to sue family for slice of the fortune
Paula Hitchcock, 27, is the child of the late packaging billionaire and will be allowed to continue her legal pursuit for access to the family trust.
- Max Mason
- Updated
- Courts
Richard White’s alleged lover claims he expected sex for investment
In documents filed with the Federal Court, the wellness entrepreneur said a business trip to New York changed when the billionaire booked only one hotel room.
- Updated
- Max Mason, Jemima Whyte and Jonathan Shapiro
- Exclusive
- Commercial real estate
Adrenaline rush, light and sound show planned for Mornington cable car
Plans by Rich Lister Peter Gunn and NAB director Simon McKeon for Arthur Seat Eagle on the Mornington Peninsula include a thrilling luge ride.
- Larry Schlesinger
This Month
Financial advice is expensive – is it tax-deductible?
A change from the ATO has broadened the tax-deductibility of some financial advice fees, which should make seeing an adviser for the first time a bit cheaper.
- Penny Wise
He sold his firm for $1b, but believes the next can be 10 times bigger
Tech guru Alisdair Faulkner went from being a “crocodile country” coder to selling little-known ThreatMetrix for a landmark sum. He now has greater ambitions.
- Yolanda Redrup
Where to invest $10,000 for two, five, 10 and 20 years
The decision on where to invest comes down to two factors: how long do you have, and how much risk you are willing to take.
- Lucy Dean
Nine money tips for new parents (and parents-to-be)
Your budget, salary and superannuation are just some of the things that could take a hit when having a baby. But by planning ahead, you can save on many of the costs.
- Michelle Bowes
The five numbers that determine whether you’ll pay more for aged care
Well-off families will pay more under new rules for funding residential aged care. Here are five key numbers you need to know to navigate the additional expense.
- Joanna Mather
- Opinion
- Superannuation
How your kids could help you avoid this super death benefits catch
The transfer balance cap also applies to pensions received on death and this is where it may catch you out.
- Colin Lewis
How will the ATO view an inheritance from New Zealand?
Estate planning can be difficult for those with family ties on both sides of the Tasman.
- Penny Wise
NAB no longer hosting Richard White
No man is an island – not even a billionaire. All have some vulnerability to the headlines, even when seemingly determined to ride them out.
- Myriam Robin
- Opinion
- Household debt
How to manage good, bad and dreadful debt
Dreadful debt destroys wealth, and credit cards are top of the list.
- Michael Hutton
- Opinion
- Aged care
Thankfully, living at home until the end looks possible for more Australians
Elderly people will get used to paying for the services they need rather than wondering what they are going to leave the next generation.
- Bina Brown
- Opinion
- Investing
Don’t let politics get in the way of a good return
With the US presidential election less than a month away should investors be concerned about the impact on sharemarkets?
- James Weir
- Opinion
- Passive investing
Is passive investing a safe bet or a double-edged sword?
While typically considered benign, passive index investing can come with unintended consequences.
- Todd Hoare
You’ll thank this bank for making you wait hours for your savings
This neo-bank wants to do money differently, and teach its customers how to take control of their budgets.
- Lucy Dean
Earning good money but saving nothing? Here’s what to do
No matter how much you earn, good budgeting is the foundation of financial success.
- Lucy Dean
Stick to super returns, don’t cave to ‘political interference’: Weaven
Garry Weaven says APRA shouldn’t give in to “bastardised political interference” in governance and performance testing of high-performing industry funds.
- Hannah Wootton
- Opinion
- Hybrids
Trading regulatory risk in the $40b hybrid sector
Investors are puzzling over what to do with their hybrids following APRA’s proposal to phase out the sector.
- Christopher Joye
Tweaking the 3pc buffer rule misses the real problem with housing
Reducing the mortgage serviceability test would allow more borrowers into the market. But the test is only one part of a much gnarlier problem.
- Lucy Dean
Would your family trust survive a black sheep attack?
Trusts are the go-to structure for asset protection and inheritance planning but as more wealthy families are discovering, they’re not bulletproof. Experts weigh in on how to prevent costly showdowns.
- Duncan Hughes
Juror misconduct probe flagged for Plutus tax fraud trial
Sheriffs will be asked to probe possible juror misconduct in the Plutus tax fraud trial, which ran for nine months and led to five people being jailed.
- Miklos Bolza
- Opinion
- Super Q&A
At last, Labor has a plan for legacy pension exits
After years of delay, the federal government has produced regulations that will release retirees from restrictive legacy pensions.
- John Wasiliev
