TAX EFFICIENCY News & Analysis

Three things to consider when planning for an early retirement. 

The tax efficient way for parents to save on education expenses. 

A round-up of the factors that should be front of mind, including insights from an investment property tax expert

An investment property tax expert runs through what every investment property owner should know

It has been more than 20 years since Michael Lewis wrote Moneyball. Here are three practical lessons from the book to become better at investing.

If you’re earning over $97,000, you’re being charged a Medicare Levy Surcharge. Should you take out private health insurance to avoid it?

Putting the right steps in place can minimise the risk of costly disputes, writes Anthony Fensom.

Morningstar's Christine Benz offers timely ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.

Tax efficiency is one of several reasons why investors have flocked to exchange-traded funds, prompting Morningstar to ponder how they compare to...

The end of financial year is looming but it’s not too late to put in place some smart superannuation strategies before 30 June to help reduce...