Attempts to avoid the proposed tax on the earnings of super balances above $3 million or land taxes could leave self-funded retirees exposed to back-dated claims and ATO audits.
A weakness of the super sector is the number of funds that take DIY literally and shun professional input. But this might be changing as a growing number of new funds reach out for a helping hand.
This user-driven global encyclopedia, which has become the indispensable “dispute settler”, has remained true to its founders’ vision, being easy to use, free and, best of all, no ads.
An ASX “please explain” letter after the stock was heavily sold threw a spanner in the works late last year, but since then ClearView’s transformation is back on track with a solid 2025 result expected. For the life insurance play’s shareholders, there’s the bonus of a share buyback in the wings.
New research asking people aged 55-plus their perceptions on how they’re viewed by the younger generations found widely held but simplistic views about attitudes, capabilities and finances, highlighting why it’s ridiculous to make assumptions based on age.
The diversified insurer is expanding its overseas operations via organic growth and strategic acquisitions, with the group now operating in nearly 600 locations.
Australians who have benefited from rising property prices and healthy investment returns are rethinking how they can share their wealth by giving to charitable causes — and are enjoying tax benefits for doing so.
While real estate is a sound asset class, for those on the cusp of retiring or in retirement, the fact most of its return comes from capital growth should be cause for reflection on whether it’s the right investment strategy.
Many investors chaff at the notion of sitting on “idle dough”; there’s a strong temptation to “do something”. But being liquid – and patient – proffers the opportunity to make the right investment decision at the right time.
While older Australians comprise one-third of the electorate and continue making an economic contribution, the lack of fiscally responsible and appropriate spending promises devoted to them highlights how they have been overlooked in this five-week election campaign.
Lee Levy from Kayne Anderson goes in depth with Drew Meredith from Wattle Partners on market thinkers.
Doug Goodwille from Kayne Anderson speaks to Drew Meredith from The Inside Network on market thinkers.
Laurence Parisi from Trilogy Funds speaks to James Dunn from The Inside Network on resilient income.
Andrew McDonnell from Arrowpoint Capital shares insights with James Dunn from The Inside Network on the private credit process.
A new global offering for “mums and dads” from Warakirri Asset Management has an investment strategy that focuses on recent changes at a company that the market might have failed to appreciate.
A mix of investment grade corporate bonds and syndicated loans will give these accounts a diversification that Income Asset Management opines is superior to recently listed private credit offerings.
Nestled on Tasmania’s northwest coast between Ulverstone and Burnie is the picturesque town of Penguin, where life slows to the walking pace of its black-and-white namesake.
While less than half of those surveyed in a 2025 research report are confident about retiring, the more pertinent observation to emerge is the glaring disparity between the genders on this issue.
