This Month
How this Millennial plans to retire at 35
Saving hard and opting out of the consumer lifestyle has helped these people retire decades before their parents did.
- Bianca Hartge-Hazelman
‘I thought I had dementia’: How menopause crimps income and super
Menopause costs women as much as $60,000 in retirement savings, according to ASFA.
- Sian Powell
My partner earns far more than me. Should we still split bills 50/50?
One partner in the relationship earns $200,000, while the other earns much less. What’s the fairest way to divide their living expenses?
- Penny Wise
How do I avoid a messy, hostile divorce?
Don’t hire a bulldog lawyer and or make any sudden moves with your finances, lawyers say.
- Penny Wise
April
Why more Australians are choosing semi-retirement
Fusing the parts of work you still enjoy with hobbies, travel and passion projects is the dream for many. Here’s how to make a go of it
- Michelle Bowes
A child won a share of her dad’s estate – despite planning to kill him
A 75 per cent success rate in contesting wills is encouraging more family members to sue for a bigger share. Here’s how to protect your final wishes.
- Duncan Hughes
This increasingly popular divorce strategy can save money and tears
Jane Needham and Joe Darling wanted their divorce to be kind on their children and each other.
- Duncan Hughes
March
What to do with a big inheritance
Around $10 billion worth of shares, cash and property is bequeathed every month in Australia. Experts weight in on how to manage a windfall.
- Duncan Hughes
Six things to consider before adding kids to an SMSF
Bringing children or other younger savers into an existing SMSF can increase purchasing power and boost cash flow, but beware the added complexity.
- Nina Hendy and Lucy Dean
February
Sisters take on extended family to win $13.5m inheritance dispute
A sharp rise in blended families is creating complex legal issues, particularly for inheritance claims.
- Duncan Hughes
Six retirement horror stories and how to avoid them
Retirement is the time for the travel, volunteering and reading many have been putting off. But it doesn’t take much to derail the golden years.
- Lucy Dean
Shared bank account drives me nuts because she spends more
A couple seeks help in accommodating different spending needs without breaking the family budget.
- Penny Wise
The inheritance promise that will rip your family apart
Small businesses and farms are potential battlegrounds where future generations dispute verbal agreements about who gets what.
- Duncan Hughes
- Opinion
- Superannuation
The two things you need to know about $1.9m super cap
It can be the most baffling number in retirement savings but figuring it out could help you get more into your fund.
- Meg Heffron
- Opinion
- Aged care
How to avoid making aged care decision in the car park
With a plan in place, families can respond more quickly to changes, rather than last-minute discussions.
- Louise Biti
How to get over the fear of spending your super
Moving from decades of saving to a spending mindset can be hard, but it’s the key to a retirement without regrets. Here are three ways to get started.
- Penny Pryor
January
- Opinion
- Inheritance
This is how your heirs will pay less tax when they inherit your super
Just because there is no inheritance tax doesn’t mean you don’t have to protect your beneficiaries.
- Michael Hutton
Got $2m super? This is how much you can spend a year before it runs out
Work out which of these five retiree types you are as a guide to your annual budget in retirement.
- Joanna Mather
What happens to Bank of Mum and Dad loan if we break up?
A couple buying an apartment have very different deposits – he has $50,000, she has five times that thanks to the Bank of Mum and Dad. What happens if they split up?
- Penny Wise
- Opinion
- Opinion
I tried to help a friend out. It turned into a banking nightmare
A finance author is confronted by bureaucratic wrangling when acting as an enduring power of attorney for an incapacitated pal.
- Edna Carew
