The Federal Government is planning to introduce a 30 per cent minimum tax on family trust discretionary trust income

It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investors. From headlines about trillion-dollar technology companies to predictions that entire industries will disappear, we are being bombarded with AI news, forecasts and investment themes every day. For investors, the challenge is in determining who will ultimately capture the value and how to avoid concentrating portfolios around a handful of highly publicised

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? With ongoing global developments layered on top, it can feel as though some form of action is required. But for long-term investors, the Budget itself is rarely the greatest risk to financial success. More often, it’s how we respon

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Australians receive an inheritance, taking time to develop a clear plan may help turn inherited wealth into long-term financial security. Whether your inheritance is a modest sum or worth

Understanding your risk profile is one of the most important steps you can take as an investor. It helps shape how your money is invested and whether you’ll feel comfortable staying the course when markets rise and fall. How much risk can you tolerate? Your attitude to risk is one of the most important factors to consider when it comes to investing. This is because growth assets, like shares and property securities, tend to have more volatile returns over the shorter term but

The inheritance wave is building but most people are unprepared for the ride. Transfers of accumulated wealth from one generation to the...

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.

Home Care Packages (HCPs) play a vital role in reducing hospital entries by providing tailored care that promotes health, safety and independence. We’ve listed seven ways that HCPs cut hospital admissions out of the picture.

About 14% of Australians experienced personal fraud last year.

Tim's book club #7 - one of the most timeless and impactful books you'll read when it comes to money mindset, habits and financial literacy.