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Wealth

Wealth Generation

This Month

Stake co-founders Dan Silver (left) and Matt Leibowitz.

Stake lobs bid for rival Selfwealth at 17.5¢ per share

Australia’s crowded online retail trading market is set for a shakeup. 

  • Sarah Thompson, Kanika Sood and Emma Rapaport
VanEck’s Arian Neiron.

ETFs quietly rewrite rule books amid regulatory crackdown

ASIC’s move on Vanguard for alleged misleading marketing has the rest of the ETF sector scrambling.

  • Nina Hendy
 The Toyota RAV4 Hybrid is one of Australia’s best-selling vehicles and Graham said the vehicle maker can exploit the clean energy transition.

Tesla, Toyota and their lithium suppliers are clean energy winners

Stock pickers and research chiefs are scouring sharemarkets for companies positioned to win from an investment super-trend that is accelerating.

  • Tom Richardson

September

The time frame of investment is critical, says HSBC Australia’s head of investments Donahue D’Souza.

How much money do you actually need to invest?

New research has found Australians believe they need $15,200 to begin investing. But do you actually need that much?

  • Lucy Dean

A robot beat Australia’s top fundies (but it still can’t count)

A three-month experiment comparing a portfolio of stocks chosen by ChatGPT and Bard delivered mixed results, and lessons for investors.

  • Lucy Dean
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The problem with financial advice for those who really need it

Higher mortgage payments and surprise twins have pushed the Mohamad family to financial breaking point, but they cannot afford financial advice.

  • Lucy Dean

August

Angie Smith, with black labrador Rupert, is worried her generation will be the first to go without the opportunities of those before them.

‘Constantly giving, getting nothing back’: Youth want tax reform

A rapidly ageing population means younger people will be called on to pay higher taxes. They want to talk about who gets taxed, and where the funds actually go.

  • Lucy Dean and Gus McCubbing

Wear sunnies, avoid round numbers: how to win at property auctions

Attempting to buy a home under the hammer can be a disheartening and intimidating process. Here are some tips that can help tilt proceedings in your favour.

  • Lucy Dean

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Sara di Stefano, Justin di Stefano, Thomas Braun, Nick Edrington and Christine Haydon meet up to discuss stocks.

The engineer who built a $100,000 portfolio in four years

The influx of trading activity over COVID-19 has died down, but researchers say there are signs investors are returning, while others, like Sara di Stefano, never left.

  • Lucy Dean
James Waters has hit ‘pause’ on his crypto investments.

Investors flee crypto after ‘shocker’ year

After a year marred by the collapse of crypto exchange FTX and conversations around how to regulate cryptocurrencies, Australian investors are stepping back.

  • Lucy Dean

You’re probably paying too much for CBA and CSL stocks

Price falls for CSL, ResMed and Macquarie show that following the herd to buy defensive businesses may produce suboptimal returns if you pay too much.

  • Tom Richardson
Anne Graham, CEO and senior financial planner, Story Wealth Management.

Six ways to maximise income in retirement

The tailwinds for retirees to boost their money in their twilight years could be better right now than people think.

  • Matthew Smith
Dreams under construction: Sarah Laurie and Laura Turner are a couple who are planning to do as much DIY on their home as they can, and in the future grow their own fruit and veg on the property.

Can you afford to retire early?

This couple plans to do it on $585,000, but the number will vary depending on what your goals and lifestyle are.

  • Lucy Dean

Why this bank account will get you an extra $3779

The banks may be battling it for younger savers, but better deals can be found by looking more widely.

  • Lucy Dean
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‘Buckle up’: When Millennials need to start thinking about retirement

Ideally, you would have been planning for retirement since you got your first pay, but this is how much those extra contributions can add today.

  • Lucy Dean
Stephen Brady, right, and partner Peter Stephens in Marbella on the south coast of Spain.

These people all retired rich (and happy). Here’s how they did it

An ambassador who works on cruise ships. A CEO whose shares fell 90pc. A politician without a pension. Experts share their wisdom.

  • Aaron Patrick

Starting a family a ‘luxury’ as cost of living bites

Surging expenses are prompting young Australians to change their approach to having children.

  • Lucy Dean

July

End of the road for Six Park as robo-adviser decides to call it quits

The investment platform was launched in 2016 and offered do-it-yourself access to 10 portfolios. On Friday, the company said it was unable to scale as needed.

  • Lucy Dean

The two things Millennials and Gen Z need to watch in their super

It’s a new financial year, and if you’re a young person reviewing your retirement savings, there are things you need to know.

  • Lucy Dean