Paul's Insights

Give away your money now or wait until you have passed away? There are plenty of decisions to be made around transferring our wealth as we age.

5.6 million Aussies to pocket an insurance refund, $400 million in unclaimed COVID flight credits, and ATO says to take it slow at tax time.

A new ASX report lifts the lid on where Australians invest, which asset class is soaring in popularity, and who high-value investors turn to for advice.

Too risky? Too volatile? Too hard? Let's debunk a few myths about global shares and see why they can deserve a place in your self-managed super fund.

In finance news this month: One in four homes purchased with cash, major bank cops $3.55m fine for spamming, and small businesses given tax amnesty.

The breaking news this month: ATO shines a spotlight on capital gains, new banking platform stops scammers in their tracks, and the collectible that's delivered 373% returns.

One simple step could see you embrace retirement with renewed enthusiasm.

Despite a shock rise in interest rates, we've seen some positive news on the financial front lately.

Paul Clitheroe's grandchildren are one, two and three years old but as Paul knows, it's never too early to start investing for their future - whatever it holds.

The breaking news this month: Should the self-employed be forced to pay super? Aussie homes little better than 'tin sheds' for energy efficiency, and over one in four are clueless about term deposits.

How did actively managed funds fare in last year's volatile markets? The results are in.

Australians are being warned to be wary of phone calls and texts that appear to be from their bank, following reports of people losing their life savings to highly sophisticated frauds.

A new report pulls no punches about investing in property, concluding that 60% of investors would have earned better returns putting their money into super.

Koalas drive fund manager's sale of Lendlease shares, two proven steps to beat volatility, and HECS/HELP debts act as drag on graduates' life goals.

Self-funded retirement is often seen as a poor relation to receiving an age pension. That's certainly not the case.

Do the rich get richer? Or is it all about seizing opportunities? New options are coming to the market to give more Australians a leg-up into the sharemarket.