Wealth

The 2026-27 Budget: Responsibility, productivity and fairness - or is it?

A Budget designed to tackle inequality and reshape wealth creation may also bring major consequences for investors and growth.
Shane Oliver
AMP
Wealth

“A real sting in the tail” - The rules of investing have been rewritten (plus 5 key charts)

Labor used five confronting charts to justify why it believes investors with wealth in shares, property and trusts should pay more tax.
Vishal Teckchandani
Livewire Markets
Wealth

The real impact of the FY27 Budget may be weaker growth, not inflation

Markets still expect more hikes, but the Budget may point to a slowing economy instead.
Damien Boey
Wilson Asset Management
Wealth

Housing tax reform shifts the pressure, but doesn’t solve it

The Budget’s housing reforms could ease competition for buyers while intensifying the rental squeeze.
Nerida Conisbee
Ray White
Wealth

Boomers got the growth, Millennials inherited the bill

Ahead of a federal budget set to see the biggest shakeup in decades, the fact is something needs to be done on generational inequality.
Tom Stelzer
Livewire Markets
Wealth

The budget will not fix housing. It might make it worse

The housing crisis is going to get worse before it gets better, with budget measures delivered at the worst possible time.
Paul Miron
Msquared Capital
Wealth

Missing points in the CGT debate

Capital losses may change the CGT debate more than investors realise - and the tax gap between systems may be smaller than feared.
Dominic McCormick
Independent
Wealth

Shane Oliver: Australians aren't getting ahead - and the Budget might not fix it

Is this genuine reform or just higher taxes? AMP's Shane Oliver breaks down the upcoming Budget’s biggest challenges.
Anna Dadic
Livewire Markets
Wealth

Labor's tax overhaul could rewrite investing economics - this calculator shows how

Stockspot's Chris Brycki made a calculator showing how an indexation approach could hit after-tax returns from shares, gold and property.
Vishal Teckchandani
Livewire Markets
Wealth

CGT overhaul punishes the patient investors Australia needs

Australia does not need is a tax system that penalises patient saving, prudent risk-taking, and entrepreneurship.
Dr Don Hamson
Plato Investment Management
Wealth

Geoff Wilson warns tax changes could “slaughter” young investors

Australians under 40 could be hit with “double taxation”, crushing their money and home ownership dreams, while mums and dads cop the blame.
Vishal Teckchandani
Livewire Markets
Wealth

Is your portfolio inflation-proof? Investments to bolster your returns

Stocks, ETFs and sectors investors are watching as inflation and rate pressures return.
AGL
ALD
+47
Sara Allen
Livewire Markets
Wealth

How to stay calm in volatile markets – think like a super fund

Aware Super’s David Goodman shares how the super fund is investing for the next 20-30 years and why volatility is an opportunity.
Sara Allen
Livewire Markets
Retirement

"Son, the ATO is killing me" - 5 tax strategies for wealthy Australians

For high-income Australians, tax can suffocate decades of hard work. Rebecca Hurford breaks down the strategies to keep more of your wealth.
Vishal Teckchandani
Livewire Markets
Retirement

Top 10 MySuper funds in 2026: performance, returns and rankings

Most investors ignore their super. Here’s how the top MySuper funds are performing, and what it means for long-term returns.
Sara Allen
Livewire Markets
Retirement

Adam Dawes’ masterclass on investing for a wealthy retirement

Drawing on his experience with millionaire retirees, the adviser looks at how to generate reliable retirement income and protecting capital.
Vishal Teckchandani
Livewire Markets
Markets

The portfolio winners and losers of rising rates, plus ETF tilts to capitalise

Between inflation and rate hikes, there’s plenty to manage in your portfolio.
+28
Sara Allen
Livewire Markets
Wealth

74% of ASX active managers underperformed in 2025. How do you find the winners?

A stock picker’s market didn’t help. The SPIVA data reveals why beating the benchmark is getting harder.
Stephanie Gardner
Livewire Markets
Listed Series

2 advisers replicate a $400bn super fund - download their portfolios!

Can you copy AustralianSuper? Two advisers give it a red hot crack by building ETF/LIC portfolios with weights and return targets.
Vishal Teckchandani
Livewire Markets
Exchange Traded Funds (ETFs)

Had a gutful of the banks? Here are ETFs to park your cash

If juggling savings accounts is doing your head in, these ASX ETFs may offer a simpler way to park cash.
+1
Vishal Teckchandani
Livewire Markets
Wealth

Is the US still “exceptional”?

Having done so in 2025, will non-US equity returns continue to outperform US equity returns? Let's look at some charts...
Sebastian Ferrando
Koda Capital
Wealth

Can’t buy me love: the 5 things to discuss before joining finances

The critical discussions that couples should have about their money.
Sara Allen
Livewire Markets
Wealth

“We’ve been preparing ourselves for this for five years”: Soul Patts' Todd Barlow

Soul Patts’ CEO flexes cash generation and diversification, delivering a bumper dividend increase even as volatility rattles markets.
Vishal Teckchandani
Livewire Markets
Markets

Shares down on the Iran War’s oil shock - 5 key charts for investors to keep in mind

Given the uncertainty now is a critical time to stick to the basics. So, this note revisits five key charts investors should keep in mind.
Shane Oliver
AMP
Wealth

Why the worst time to sell is usually right now

Market volatility triggers panic. History shows the biggest risk isn’t the sell-off, it’s investors abandoning their process.
Patrick Poke
Livewire Markets
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