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1 January 2026
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The 17% tax on the taxable component of superannuation paid to non-dependants upon death acts like a death duty, and it's worthwhile finding out how to avoid it using legal means.
Labor’s rhetoric of taxing the rich and standing up for women doesn’t match the facts. Their proposed imputation policy, if implemented, will raise little revenue and hurt low- and middle-income widows the most.
As we continue to mark the Cuffelinks 5th anniversary over summer, leading adviser on personal finance, Noel Whittaker, selects his favourite five articles from 2017. Focus on things you can control not those you can't.
Noel Whittaker shares his 20 Commandments of wealth management after decades of advising clients, writing bestselling books and reaching millions of people every week on radio and television.
Where both husband and wife are elderly and receiving an age pension, the structure of the will can significantly improve the pension and personal outcomes on the death of either person.
We may prefer a fast pay off but a long-term approach to investing will result in a less stressful journey and a more successful outcome.
Much has been made of how US markets, especially the NASDAQ, have significantly outperformed the ASX over the past two decades. History suggests the pendulum will swing back once again in Australia's favour.
What is the X-Factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2025? It's time to select the winner.
What is progress? Is it GDP growth? Increasing wealth? New and improving technology? This argues that our measure of progress has become warped, and we're heading backwards rather than forwards.
Summer is a great time to catch up on a good book. Here is a list of books on leadership, investing, and well-being for those looking to learn, reflect, and gain inspiration over the holiday season.