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.
Treasury has backed away from a 30% minimum tax on discretionary family trusts, but the alternative locks trustees into fixed distributions permanently. Noel Whittaker explains why that trade-off deserves careful thought before anyone signs.
Noel Whittaker's September newsletter looks at five years of price rises and the collapse of a major Sydney developer. His warning: Australia has hundreds of property markets, and a plan that only works if prices keep rising is a fragile plan.
Noel Whittaker's September newsletter reports the new maximum age pension rates taking effect on 20 September 2026, along with a change to deeming rates. Here's why those two numbers matter even if you're still fifteen years away from claiming.
In his September newsletter, Noel Whittaker looks past the political brawl over superannuation and explains why compulsory super quietly works. Automatic contributions plus decades of compounding can turn an average wage into a seven-figure balance.
