Sometimes the smart move is not using a concession. SMSF specialist Liam Shorte on how Fiona could move her business premises into super.

Redundant at 53, seven years from super access and $140,000 in annual expenses. Viola’s Daniel Todorcevski on whether David can retire now.

With $1.2m in super, $1.1m in inherited shares and a $600k reno on the table, Michael and Sarah ask: what should we actually do first?

This leading wealth manager wants to challenge Australian investors about their love affair with franking credits and property

There's no question we're in for a rocky ride in share markets at the moment, but financial adviser Shayne Sommer believes now is not the time to jump. "There's a...

If I told you the following had a lot in common, would you believe me? A vintage car owner, martial artist, finance fiction writer, keen golfers, adventure junkie...

If cave tubing, trekking in Uganda and open water diving is your thing, then you should talk to Amanda Cassar. The self-professed adventure junkie is far from...

For Anthony Murphy, investing is about active management, access to investments that investors couldn't find themselves and managing downside risk. After all, if you...

It’s not just about numbers. Financial adviser Antoinette Mullins believes in the power of relationships and offers her financial strategies with a side of emotional...

Financial advice may seem like an unlikely career choice for a disc jockey, but Ron Pratap always knew he wanted a career beyond music. Selling CDs and DJing at gigs...

Alexandra always wanted to manage money, even from a young age. It probably won’t surprise you to learn then that she repeatedly nabbed the role of “the banker” as a...

Trent isn't your typical adviser (or golfer, for that matter). He spent over a decade working in global investment banking and capital markets in Sydney and Japan,...

Nicola isn't exactly a hard nut to crack. She's wonderfully warm and genuine, openly sharing her story with this writer as if we had been friends for decades (and...

Felicity had a plan. She would study Property Economics at university, find her feet in property development, and eventually, take over the family business. But a...

In the second edition of our new series Meet the Adviser, Robert Baharian lays it all on the table and shares the ETFs that both he and his clients use for long-term...

Investing insights from one of Australia's top-rated financial advisers