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.
Somewhere around 50 the question turns up: am I actually on track for retirement? Here's a 20-minute check-up you can do tonight with your last super statement and a calculator - a target, a starting point, a rough projection, and the levers that still work in your 50s.
Noel Whittaker's latest Firstlinks column looks at insurance bonds - an old-fashioned investment that sidesteps many of the new capital gains tax traps and makes estate planning simpler. Our summary, with a link to the full article.
