Financial planning
Analysis
Estate planning
How to avoid the ‘oldest daughter’ effect when inheriting money
Women in Australia are increasingly being tasked with managing the finances not just for their immediate family, but also for their parents.
- by Grace Bacon
Latest
Analysis
Analysis
Consumers locked out of financial advice as fees keep rising
The incoming changes to legislation are not enough on their own to get costs down, advisers have warned.
- by John Collett
Opinion
Budgeting
Who wants to be a millionaire? You should read this first
Personal wealth in Australia is predicted to boom in the coming years, with the number of people joining the millionaire club set to skyrocket.
- by Victoria Devine
Opinion
Opinion
This is what good financial planning really looks like
You might ask what a two-month sojourn in New York has to do with personal finance, but good planning goes well beyond just the numbers.
- by Paul Benson
Opinion
Investing
Why young Australians are flocking to US shares to build wealth
By the year’s end, American and global shares could account for a combined 70 per cent of younger investors’ portfolios.
- by Nick Nicolaides
Opinion
Opinion
Reasons why you probably don’t need a financial adviser
I’m not saying there’s anything wrong with financial advisers, but many people aren’t at a stage where a financial adviser would be the best way forward.
- by Paridhi Jain
Opinion
Superannuation
These are the top-performing super funds for retirees
Returns for funds in retirement phase are rarely shared, despite the fact they regularly outperform typical accumulation accounts.
- by Bec Wilson
Opinion
Financial planners
Better financial advice is a Christmas gift for all – especially retirees
There’s lots of talk about what the new changes this week will do for the industry, but here’s what it really means for everyday Australians.
- by Bec Wilson
Analysis
Analysis
Financial advice gap to remain despite government’s efforts to plug it
Artificial intelligence and super funds will have to play a bigger role as there are not enough financial planners graduating from universities.
- by John Collett
Analysis
Analysis
Younger investors opt for robots to bypass costly financial advice
Digital advice and super funds are likely to be the source of financial advice for many, as the cost of face-to-face advice rises.
- by John Collett
Analysis
Analysis
Own a home? You probably got richer during the pandemic
Most people have increased their wealth since the start of the pandemic, but the poorest 10 per cent, dominated by renters, have fallen further behind.
- by John Collett