Recent research suggests that around 48% of Australians pass away without a valid will, meaning they die intestate. When this occurs, the law determines how their assets are distributed, rather than the individual’s own wishes.

While it may seem like something that can be dealt with later in life, dying without a will (or with an outdated or invalid one) can create significant complications for the loved ones left behind. Intestacy may result in delays, additional legal costs, and unnecessary stress during an already difficult time.

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Taking stock of your finances isn’t always exciting, but it’s more important than ever. Rising costs, shifting interest rates, and changing rules mean your current strategy may no longer fit your goals. A regular financial review helps you understand where you stand, identify potential adjustments, and ensure your plan continues to support your lifestyle and long-term objectives.

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Saving a deposit is only part of the equation. Your income ultimately determines your borrowing power. With required earnings varying widely across cities like Sydney and Melbourne, understanding what you need to earn and your available options is key to planning your path into the market.

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Owning a holiday home can be a wonderful lifestyle investment - a place to unwind, create memories, and potentially build long-term wealth. However, some owners may not be aware that the tax treatment of a holiday property is very different from their main residence.

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Global markets opened 2026 strongly, with broader equity leadership across emerging markets, small caps and commodities, while bond yields rose as the US Federal Reserve adopted a more neutral stance. In Australia, equities gained on resource strength, the RBA lifted rates to 3.85% amid persistent inflation, and the AUD strengthened on higher rates and firm commodity prices and widening yield differentials.

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Buying a business can be an exciting opportunity to step into ownership, expand your portfolio, or fast-track growth without starting from scratch. However, beneath the surface of a promising business can lie hidden risks that may significantly impact its value and future success. This is where thorough due diligence becomes essential.

Due diligence is the process of carefully investigating a business before committing to a purchase. It allows buyers to confirm that what they are buying matches what has been presented and to identify potential issues before they become costly problems.

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Myth busted! Baby Boomers no longer own the bulk of housing wealth in Australia. We reveal who does, and how you could get started in the property market. As many Baby Boomers (those born between 1946 and 1964) start to enjoy their retirements, they are passing the baton of property ownership over to the next generation. A new report by KPMG reveals that Gen X (born 1965-1980) now holds more property-based wealth than any other generation. Not to be outdone, Millennials (1981-1996) are also making a strong start in property wealth. Let’s take a look at what’s happening, and how much property wealth each generation has accumulated to date.

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For many of us, giving back is important, but figuring out the best way to make a lasting impact can be tricky. That’s where a Private Ancillary Fund, or PAF, can help. A PAF is a type of charitable fund that lets you plan your giving in a personalised, structured way while keeping control over how and when your donations are made.

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Retirement is a milestone many of us look forward to. A time to relax, travel, pursue hobbies, and spend meaningful time with loved ones. But to truly enjoy this phase of life, good financial planning is essential. So how much do you really need to live a comfortable retirement? The answer depends on your lifestyle goals, anticipated expenses, expected income sources, and how early you start planning, especially with professional guidance.

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