New capital gains tax rules starting 1 July 2027 can trigger a tax bill when shares pass to an estate, with no sale proceeds to pay it. Noel Whittaker explains why your will should say who bears that tax.
Noel Whittaker's latest column looks at how investment scams have changed — polished, patient and built around trust rather than pressure. Here's what he says actually stops them.
Superannuation is being pulled in several political directions at once. Noel Whittaker explains why the rule that keeps your money locked away is the one doing most of the work.
A reader's letter in Noel Whittaker's September newsletter reveals a common and costly assumption: that working rules you out of the age pension. It doesn't — and the Work Bonus is why.
Noel Whittaker's September newsletter names a flaw in the new capital gains tax rules: as drafted, death itself can trigger a tax bill on gains nobody has cashed in. Here's what it means for couples with a long-held property or share portfolio.