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PERSONAL FINANCE News & Analysis

Gold, strategy and election promises: This week’s best investing insights
Personal Finance
Gold, strategy and election promises: This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
24 April 2025
Tax implications when investing in overseas shares and ETFs
Personal Finance
Tax implications when investing in overseas shares and ETFs
A significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign...
Shani Jayamanne | 23 April 2025
The state of women’s wealth in Australia
Personal Finance
The state of women’s wealth in Australia
New research shows the average Australian woman has $428,000 in net wealth, 40% less than the average man. This takes a deep dive into what the...
Pascale Helyar-Moray | 21 April 2025
Navigating volatility: Last week’s best investing insights
Personal Finance
Navigating volatility: Last week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
19 April 2025
Can you solve a year 12 personal finance exercise?
Personal Finance
Can you solve a year 12 personal finance exercise?
Financial literacy may be lacking in Australia but one group of year 12 students are attempting to solve for a scenario that many Australians face.
Mark LaMonica, CFA | 16 April 2025
Future Focus: Every Aussie deserves a fair go with super
Personal Finance
Future Focus: Every Aussie deserves a fair go with super
I explore places where our system is failing some Aussies as it relates to super tax policy.
Shani Jayamanne | 14 April 2025
The tax code is signalling how to build wealth
Personal Finance
The tax code is signalling how to build wealth
Not all income is built equal and it's important to understand the difference sooner rather than later.
Shani Jayamanne | 14 April 2025
Stick to the strategy: This week’s best investing insights
Personal Finance
Stick to the strategy: This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
11 April 2025
Work out the probability of running out of money in retirement
Retirement
Work out the probability of running out of money in retirement
This episode of Investing Compass looks at retirement Monte Carlo simulations.
Shani Jayamanne | 09 April 2025
Future Focus: How to invest on a modest salary
Personal Finance
Future Focus: How to invest on a modest salary
There are ways you can invest, even if you only have a small surplus.
Shani Jayamanne | 08 April 2025