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3 money habits to adopt in 2026 (and 3 others to dump)

Financial goals often feature among New Year’s resolutions but make sure they’re the right ones.

If you want to invest in a private credit fund you have to be prepared to ask the manager for information.

How to squash a private credit ‘cockroach’? Ask these 10 questions

With new private credit investment funds popping up everywhere, we asked the experts to reveal the questions they ask before they invest in the booming sector.

Advisers ‘mobbed’: Why the super tax frenzy will continue in 2026

Financial advisers have spent the year helping SMSF clients understand complex new tax tiers for balances over $3 million and $10 million.

Why the points hacking game has changed forever

I have been able to nab a business class upgrade on almost every flight I have taken this year, but the landscape is rapidly shifting

Dump these 2 assets right now (and buy these surprise stocks)

The resilience in many assets in 2025 despite Donald Trump’s ructions means investors should offload some of their winning positions and diversify in 2026.

How 3 investors found their Goldilocks number

What proportion of income should go to investments? We asked a university student, a communications professional and a financial adviser about their approach.

Wealthiest Australians

Bannister Downs Dairy and its owners, Sue and Mat Daubney.

Cash cow: WA dairy booms thanks to billionaire Gina Rinehart’s backing

Bannister Downs, run by third generation dairy farmers, Suzanne and Mat Daubney, is the cream of the crop in a struggling industry.

Can you beat our experts’ 21 predictions for 2026?

Financial Review writers share their predictions for the new year – from artificial intelligence and interest rate rises to Donald Trump’s peace prize chances.

Billionaire businessman Paul Lederer.

Billionaire Lederer wins battle for control over $270m property fund

The white flag from fund manager Elanor ends a six-month tussle over a fund it runs. Meanwhile, Lederer is stepping up his involvement in commercial property.

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December 2025

APRA deputy chairwoman Margaret Cole stressed the important role trustees play in the superannuation ecosystem.

Diversa protests at new licence conditions for First Guardian failings

The superannuation platform operator is the latest to be stung by regulators for oversight failings related to the collapsed Shield and First Guardian funds.

Tuition fees at some of Sydney’s most exclusive private schools will top $50,000 for the first time in 2026.

Private school fees hit $50,000 in Sydney, break new levels elsewhere

With private school fees rising quicker than inflation, key Sydney schools will eclipse $50,000 next year.

As the festive season rolls around, the giving of financial gifts is often a point of interest for retirees and pensioners.

How to tell your adult kids the bank of mum and dad is closed

It’s natural for parents to want to lend a hand as their children make transition to adulthood. But these good intentions can easily spiral into dependency.

Giving money to your kids before you pass away can be a powerful way to build family wealth.

The right way to give your kids money (and 2 very wrong ways)

How the bank of mum and dad can help fund property dreams without compromising retirement security or risking family assets.

Neil Perry, Jun Bei Liu, Joh Bailey and Melinda Petrunoff

10 high-flyers reveal how they splurge (and scrimp)

Their spending habits show how a fondness for the finer things can coexist alongside Bonds underwear, bulk-buy Vegemite and instant coffee.

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Kids have traded pen-and-paper wish lists for Canva slides this Christmas.

What AI thinks your kids want for Christmas

We pretended to be children of different ages and got Google’s Gemini to help us prepare our wish lists. What does it think we should ask for?

Only a small number of those who complained to AFCA have been successful.

An SMSF will give you ‘more control’ but you’ll also lose protections

A good financial adviser will start by explaining the responsibilities that come with being your own SMSF trustee and asking why you are considering setting up an SMSF.

The skills required to build a fortune differ fundamentally from those required to preserve one.

5 ways family fortunes are destroyed, and 5 ways to preserve them

Wealth is typically lost between generations not by market failures, but by psychological overconfidence, poor structural governance, unchecked lifestyle inflation and fragmented family dynamics.

The research team at Ray White identified Australia’s 10 most popular locations to own a holiday home

Where the best holiday home buying might be this summer

Investment fundamentals in holiday home areas are different to those that apply to other property markets. Here are 10 hotspots.

Mike Cannon-Brookes, Andrew Forrest, Luke Sayers, Richard Goyder, Jamie Pherous and Peter V’landys made regular appearances in Rear Window this year.

Billionaires, boardrooms and office romances: Rear Window’s 2025 year in review

There was no shortage of hypocrites in corporate and political life in 2025, and a veritable surfeit of illicit office romances.

Worried about an AI bubble? Look for these four ‘O’s

Tallying up all four suggest AI is a bubble. However, history also shows that there is no exact point at which a bubble bursts under its own weight.

The Barmy Army out in force in Adelaide on Thursday.

England is beating Australia at something bigger than the Ashes

We must follow the UK’s lead by equipping young people with the skills to navigate complex modern finance, digital risks and sophisticated systems like superannuation.

AustralianSuper’s Mark Delaney is retiring after a storied career at the fund.

‘Made more for Australians than anyone’: AusSuper legend retires

Retiring chief investment officer Mark Delaney discusses where markets and returns are heading, the fund’s stunning growth and his best career advice.

TPD insurance in super pays a lump sum if you become totally and permanently disabled because of illness or injury.

How to access total and permanent disability benefits from super

Super funds typically offer income protection – or salary continuance – for temporary inability to work, and a lump sum benefit for permanent inability to work in any job.

Bridging finance is never assessed on the grounds of age.

Are we too old to get bridging finance?

Downsizers can use bridging finance as they transition into a new home, but be aware that these loans tend to come with very high rates of interest.

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The NSW Appeals Court upheld Colin Peek’s $13.6 million will made on an iPhone.

Near-death experience sways court to uphold $13.6m iPhone will

The NSW Court of Appeal found there was clear evidence that Colin Peek intended the comments in the Notes app on his iPhone to be his will.

With a five-year age gap, Shirley and Peter Brown may stagger their retirement.

Why staggering retirement could be a great financial move for couples

Couples who retire at different times can maximise their income while minimising the tax they need to pay by using these strategies.

Is paying for a ‘professional buddy’ the answer to loneliness for wealthy seniors?

Is a $25k ‘professional buddy’ the answer to loneliness?

Loneliness is big business. New high-end concierge services offer companionship for wealthy seniors, filling a void left by loss and distance.

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5 common money problems between couples (and how to fix them)

Avoiding money conversations is a common – and dangerous – mistake. But there are things you can do to grease the wheels and get the conversation flowing more freely.

Participants who have previously contributed very little towards home care services will be asked to pay more.

Why has my home care bill jumped by 80 per cent?

New aged care funding arrangements have come into effect. There is more money for clinical care but less to cover the cost of living expenses for self-funded retirees.