Over recent decades, many Australian families have relied on getting money from the “Bank of Mum and Dad” to help with home purchases. But this latest research shows there are growing legal risks from that trend. Researchers spoke to 80 older parents and adult children. Most were from Sydney and had either given or received family money to help with buying a home. Typically, people in this study had provided or received an average of $75,000, though in one case it was $500,00

When you think about building wealth, you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s the silent partner in your financial strategy, quietly working behind the scenes to protect everything you’ve built. Strategic asset allocation is the hallmark of a robust wealth plan, using diverse holdings to build long-term financial success. Yet, defending a portfolio against unforeseen events and ensuring a smooth estate tr

In the lead up to the end of the financial year (EOFY), it's a great opportunity for property investors to pause, prepare their records, and make sure they’re making the most of what they can claim. Tax time might not be the most exciting part of investing, but a little preparation now can make a big difference.

For young Australians, breaking into the housing market feels tougher than ever. Many now fear they’ll never be able to own a home.

If you're age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is risk...

If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or part sale) of your home into your...

Rising interest rates Before 2022, few of us gave much thought to rising interest rates. After all, they’d been falling steadily for 14...