Noel Whittaker's August newsletter tackles the best way to put money aside for grandchildren — sidestepping the penalty tax of up to 66% on minors' investment income while keeping full control. We summarise the key points.
If you feel you've missed the boat on super, the arithmetic says otherwise: peak earnings, catch-up contribution rules and decades of compounding still ahead make your 50s the most powerful saving decade. Here's how the 2026-27 caps and carry-forward rules work for late starters.
In his August newsletter, Noel Whittaker warns that Victoria's Windfall Gains Tax — payable on paper gains from rezoning, with no sale required — could set a national precedent for taxing unrealised gains. Here's why property owners aged 40-60 should take note.
The scary headline numbers about retirement savings usually ignore the Age Pension and your actual spending. Here's how to work out what a comfortable retirement really costs — and what your super needs to look like to fund it.
In the August 2026 Noel News, Noel Whittaker warns that from 1 July 2027 capital gains tax can fall due when assets change hands through death, divorce or insurance payouts — even though nothing has been sold. Here's why it matters for your estate planning.