Hi Paul, My wife and I are retired, in our 60s. Our super is in a leading industry fund, but in my name only. I have asked for this to be placed in both my name and my wife's, and was told that this wasn't possible. We recently sold an investment ...
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This week on the Friends With Money podcast we debunk the myths surrounding ESG and get to the heart of whether or not investing in an environmental, socially responsible, and good governance portfolio is worth your time and money. Money's managing ...
Book of Love follows Henry (Sam Claflin) an uptight English writer whose novel is a total failure. One bright spot is that the book is hit in Mexico but when he is invited to the country to promote it, he soon discovers why - the Spanish translator ...
According to a recent report from the ASX, 2021 was a record year for initial public offerings (IPOs), and we should expect another big year for company floats in 2022. I am often asked whether investing in a company float is a good idea and if you ...
$415 million Valentine's Day spend, RATs become tax deductible, and motorists face a crude awakening. Here are five things you may have missed this week. The price of love? $111 Australians are set to spend $415 million on gifts for Valentine's ...
Australian retirees' budgets are under threat by the rise of everyday living expenses, according to findings from the Association of Superannuation Funds of Australia (ASFA). ASFA's Retirement Standard for the December 2021 quarter indicates ...
Want to create a healthier and stronger relationship this Valentine's Day? If so, you should go on a money date. This week on the Friends With Money podcast, financial coach Karen Eley joins Money's managing editor, Julia Newbould, to discuss ...
It has been four years since I last wrote about furniture importer and retailer Nick Scali (ASX: NCK). I commented then, that over the last 12 months they had produced a return of 16%, including dividends, and over the past three years, 188%. Today ...
Dear Paul, I am considering a move to pension mode in my self-managed super fund. I have run it for about 14 years in accumulation mode and have achieved good results because of the low fees paid by SMSFs. The assets are Australian shares (33%), US ...
Australians currently hold more than $11 trillion in net assets, the most money that has ever moved from one generation to another, and getting it wrong could be costly. Here's what you need to consider when transferring wealth to avoid a situation ...
