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.
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.
