Tax on investments is rarely as simple as it seems. You can be taxed even when you reinvest income, don't sell anything, or swap one asset for another.
This Easter, protecting your nest egg is less about finding the biggest chocolate egg, and more about making sure your basket is well-balanced enough to enjoy the whole hunt, whatever the market brings.
It's the hidden trap that sees many retirees wish they could turn back time. Patrick Clarke, general manager of retirement solutions at Generation Life, lifts the lid on regret risk.
Mortgage-free in his 40s with $300,000 super and $300,000 invested, should Aaron take on debt again? Paul Clitheroe weighs up property versus more shares.
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