7 November 2025

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The growing debt burden of retiring Australians Four best-ever charts for every adviser and investor LICs vs ETFs – which perform best?Our experts on Jim Chalmers' super tax backdown Preparing for aged care

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Home / Assets

Assets

1-4 out of 4 results.

Navigating broken relationships and untangling assets

Danielle Hart, Jane Koelmeyer
15 January 2025
1

Untangling assets after a broken relationship can be daunting. But approaching the situation fully informed, in good health and with open communication can make the process more manageable and less costly.

Reader Survey on retirement income

Firstlinks
4 August 2021
61

There has been an excellent response in reader engagement and comments to our recent articles and podcasts on retirement income. Tell us what you think in this short survey and the results will go to Treasury.

Seven steps to easier management of your estate

Jonathan See
16 December 2020

Don't make life difficult for the person trusted to manage your estate. Find the time to arrange your documents, contacts, online accounts and files in a convenient place, including giving them some cash.

Financial assets performance over time

Phil Ruthven
17 October 2018
2

There is no single asset class that consistently outperforms all others year on year but over the long term (>10 years), actively managed asset classes have performed better, and all asset classes have outperformed inflation.

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Most viewed in recent weeks

The growing debt burden of retiring Australians

More Australians are retiring with larger mortgages and less super. This paper explores how unlocking housing wealth can help ease the nation’s growing retirement cashflow crunch.

Harry Chemay
29 October 2025

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Romano Sala Tenna
15 October 2025

LICs vs ETFs – which perform best?

With investor sentiment shifting and ETFs surging ahead, we pit Australia’s biggest LICs against their ETF rivals to see which delivers better returns over the short and long term. The results are revealing.

James Gruber
29 October 2025

Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.

James Gruber
15 October 2025

Preparing for aged care

Whether for yourself or a family member, it’s never too early to start thinking about aged care. This looks at the best ways to plan ahead, as well as the changes coming to aged care from November 1 this year.

Brooke Logan
1 October 2025

Family trusts: Are they still worth it?

Family trusts remain a core structure for wealth management, but rising ATO scrutiny and complex compliance raise questions about their ongoing value. Are the benefits still worth the administrative burden?

Peter Bardos
22 October 2025

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