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30 October 2026
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The majority of people who contest a will in court or by mediation succeed in changes being made. Is this unfair or do family members have an entitlement to ‘family money’ at the expense of the deceased’s wishes?
Downsizing seems the rational and ethical thing to do if you’re an empty nester rattling around in a big house. But Australians seem to have an aversion to downsizing, with wide policy implications.
With years in retirement increasing and the tendency of modern retirees to be fitter and healthier, we find there's more to life than sitting back and watching the world go by. In fact, it's almost impossible.
Retirement often receives bad press, but whether or not you enjoy this life phase usually depends on the choices created. It's a nuanced and diverse experience and many welcome the sudden freedom.
What if the best superannuation strategy isn't about earning more, but acting before your options disappear? Several overlooked planning windows are narrowing, with consequences that can last for decades.
A simple estate plan can create a ticking time bomb. One overlooked clause can pit spouses against children, delay inheritances, and potentially leave a family facing an unexpected tax bill worth hundreds of thousands of dollars.
Some investment trade-offs are immediately visible. Others are embedded in the way a portfolio is constructed. Understanding the difference may explain why similar-looking investments can produce surprisingly different results.
What happens when a generation reaches retirement carrying obligations previous generations largely avoided? New research suggests we may need to rethink both how much we need in retirement and what life could look like.
Most people spend decades planning for retirement. Far fewer plan for what happens when they get there. The difference may explain why so many find the transition harder and less fulfilling than expected, despite careful preparation.
Some investors spend years chasing the perfect strategy. Others choose a path that’s simply good enough and move on. Which approach is more likely to deliver both better outcomes and a happier financial life over the long run?
Many investing ideas survive for decades. But that does not make them right. A famous valuation measure implies that US shares are dangerously expensive, but the evidence may point to a very different conclusion.