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The reader is worried as his son won't be able to afford any payments after receiving the inheritance. Source: Getty.

Estate planning

‘Will my son have to pay CGT on his inheritance when I die?’

Inheriting a property AND shares is fortunate but selling them can come with a cost.

Money ExpertGeoffrey Armstrong

Retirement Income

How an Australian mortgage trust could help meet your retirement income needs

How an Australian mortgage trust could help meet your retirement income needs

Access competitive returns on an investment that’s carefully risk-managed by a trusted Australian fund manager.

Written byTrilogy Funds

By lending on residential and commercial property developments across Australia’s eastern states, the Trilogy Monthly Income Trust provides investors with diversification.

Retirement Income

‘Can a 58-year-old, full-time worker use their super to pay off a mortgage?’

‘Can a 58-year-old, full-time worker use their super to pay off a mortgage?’

Heard of unrestricted non-preserved benefits? Nope? Nor have most people, but there's a slim chance they could hold the answer.

Money ExpertJim Kilkenny

This reader wants to know when the right time is to take the first dip into super. Source: Getty.

Property

Downsizer upside: More houses sell for a profit AFTER Covid-19

Downsizer upside: More houses sell for a profit AFTER Covid-19

Aussies who sold property between June and September 2020 pocketed a combined profit of nearly $25B!

Written byRachael Rosel

It's time to have a closer look at the year that was. Source: Getty.

Aged care

The differences between the CHSP and Home Care Packages explained

The differences between the CHSP and Home Care Packages explained

What they are, how you can apply for and use them and what you'll pay - it's all in here!

Money ExpertGareth Mahon

It's time to crack the can of worms that is the national home care system. Source: Getty.

Retirement Income

Super funds prove resilience with positive returns for 2020

Super funds prove resilience with positive returns for 2020

Experts say those who panicked when markets began to fall last March missed out of rebound opportunities.

Written byRachael Rosel

Despite a tough slug, super funds ended 2020 on top. Source: Getty.

Retirement Income

Super or wages: Which would you have picked if you’d had the choice?

Super or wages: Which would you have picked if you’d had the choice?

The government is considering moving to a form of "opt-in" superannuation.

Written byRachael Rosel

If you had the choice, would you be putting all your eggs in one basket or would you share them around? Source: Getty.

News

Government’s report card on aged care spending is in…

Government’s report card on aged care spending is in…

The Productivity Commission report shows how taxpayers' money was spent in 2019-2020.

Written byRachael Rosel

The Productivity Commission provides the public with an evaluation of how well the spending has been going. Source: Getty.

Retirement Income

An alternative source of retirement income: Enhanced income funds explained

An alternative source of retirement income: Enhanced income funds explained

An income-focused investment with a trusted Australian fund manager might be just what you need while interest rates are at a record low.

Written byTrilogy Funds

An investment in the Trilogy Enhanced Income Fund could be one way of creating a new income stream, while diversifying your portfolio.

Retirement Income

Got nearly $1M in super and still worried about retirement? You’re not alone

Got nearly $1M in super and still worried about retirement? You’re not alone

The strange thing is, many Australians die richer than they were on the day they retired.

Written byRachael Rosel

Retirement fears loom over most people, even those with more savings than others. Source: Getty.