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Please click on the relevant year to read all editions from that year.



Best assets for income, bank results, ASX 16-year drought rebuttal, downsizing tips, Graham Hand update, bonds' time is now, Sir Michael Hintze.

  • 23 November 2023


Charlie Munger speaks, Magellan's Barrenjoey upside, Ian Macfarlane's RBA warning, death benefit nominations, avoiding investing losers, new podcast.

  • 16 November 2023


Graham Hand announcement, UniSuper boss speaks, ASX's 16-year drought, housing crisis beneficiaries, recession-proof investments, 3 small cap picks.

  • 9 November 2023


Building a lazy portfolio, SAA v TAA, 18 rules for ageing well, UniSuper's John Pearce on podcast, RBA rate tracker flaws, market crash likelihood.

  • 2 November 2023


Transferring wealth, SAPTO and LITO v SMSFs, ResMed ready, income in retirement, market correction, super funds and managers, allocate 5% to gold?

  • 26 October 2023


Unrealised gain drain, my biggest loss, five retirement lessons, next for bank hybrids, recession risk but bonds back, survey results, new podcast.

  • 19 October 2023


Pay no tax on super, inflation survey, asset allocation tips, ASX200 income scorecard, market on AI and China, streaming wars as Disney blinks.

  • 12 October 2023


Funds and ETFs used by SMSFs, new podcast with Noel, rethink super concessions, bond bear market, currency hedging, mid cap stocks, shares for income.

  • 5 October 2023


Magellan v Bolton, Buffett flat for decades, Cooper on big super, markets at extremes, industrial property differs, Aussie bank prices, cost of super.

  • 28 September 2023


Why LICs are closing, maximise retirement income, when stocks too big, new podcast with interviews, role of gold and playing defence, ASIC must act.

  • 21 September 2023


Invest for free(ish), wealth transfer, housing role in retirement, Meg on SMSFs, buy old world assets, AI too high?, property star, longevity access.

  • 14 September 2023


When and why of retirement, super objective, Thornhill on shares, slower ageing, optimism pays, indexing impact on small caps, new podcast.

  • 7 September 2023


10 ways to avoid tax, long-term ASX stocks, invest for generations, equity income, aged care needs, private markets, no IGR policies.

  • 31 August 2023


SMSF asset allocation, good news is bad news, Intergenerational Report, podcast with Andrew Clifford, SMSF v large funds, Matilda reality, risk timing.

  • 24 August 2023


Life expectancy and returns, retirement advice, fundie styles, tough shift to EVs, next China, accounting tricks, inflation sync, super and wills.

  • 17 August 2023


Selling is the easy bit, church of Apple, SMSF asset sales before pensions, new podcast, big tech rally, SMSFs and cash, paying for nursing homes.

  • 10 August 2023


Graham on Europe travel, ASX takeover worries, super funds and retirement, housing math lesson, private investment caution, tax-deferred distributions.

  • 3 August 2023


Ageing changes investor mindset, retail stocks on sale, SMSFs and inflation, value investing, reporting season, China's terminal decline, new podcast.

  • 27 July 2023


UniSuper says liquidity is king, RBA independence questioned, SMSFs and kids, 5 recession-proof assets, Howard Marks returns, emerging multinationals.

  • 20 July 2023


Howard Marks skewers forecasting, Baby Boomer bubble deflates, Moneyball lessons, USD bull run over?, KKR, new podcast, trusting your process.

  • 13 July 2023


Science behind retiring happy, asset management who's who, office property, time to play defence, finding a good fundie, fertility rate concern.

  • 6 July 2023


Buffett and Marks disagree, cherry-picking cost for tax, how death bed benefits work, selecting large stocks, 60/40, vale Markowitz, podcast is back.

  • 29 June 2023


Why SMSFs are thriving, seeds of downturn, ETFs v managed funds, platforms evolve, 7 recession lessons, direct indexing, buy quality and hold nerve.

  • 22 June 2023


23 money lessons, CGT discount amount?, return of podcast, Meg on EOFY contributions, energy transition, super illiquidity risk and much more ...

  • 15 June 2023


Find your equity sleeping point, super EOFY checklist, 5 retirement tips, The Big Short, FT CEO on advice, cheaper is not better, long & short term.

  • 8 June 2023


Gates, AI and US$1 trillion Nvidia, ex-RBA boss on rates and loans, Mark Delaney, dividend income, Jack Gance II, bonds and economy, consultants.

  • 1 June 2023


Tax drives new investment pools, founder Jack Gance, impact of $3m super tax, solid bank hybrids, watch hostile markets, small caps, 5 investing steps.

  • 25 May 2023


Central bank fails, cost of financial advice, cheap small caps, time for Buy-Write, stocks v bonds, retail investor edge, Druckenmiller on Fed mess.

  • 18 May 2023


5 strategies to control your investing behaviour, Budget latest, banks' good and bad, retirement expectations, T2 bonds, fix index skew.

  • 11 May 2023


Munger's happiness rules, 6 ways super is judged, 4 fund manager stock picks, pension change impact on retirees, Aussie v French results.

  • 4 May 2023


9 rules to die with zero, RBA culture club and board hits, dividend hunting, super and retirement, survey on pension reactions, franking threat?

  • 27 April 2023


RBA upheaval, ASIC yin and yang, fund manager skill, super TSB quirks, whither $A, raise billions in Budget, private debt's time, passive's risks.

  • 20 April 2023


Dimon on 'virtuous to vicious' cycle, money drives recession, best type of super, retiree 4% rule, portfolio weighting, ETF trends, leave a legacy.

  • 13 April 2023


10 reasons for home not super, net tax cost, Grattan proposals, $3m tax impact, A-REIT picks, market stories, retirement anxiety, superannuating.

  • 6 April 2023


Most companies are duds, SMSF pensions better, fix $3m super tax, growth v value myths, brace for contagion on lending, digital tokens, bond losses.

  • 30 March 2023


Best-ever investment charts, me and Gnomes of Zurich, don't panic but watch crunch, experts on $3m tax and franking, 100yo LIC, China themes.

  • 23 March 2023


500th Edition, eBook on 30 fund manager best strategies, Reader Survey, super tax worse than personal, 60/40 is back, property lessons.

  • 16 March 2023


$3m super tax tips and tricks, super fails the poor, SMSFs too much cash, hypocrisy of super access, your investment niche, supply chains, renewables.

  • 9 March 2023


How $3m tax works, Labor reprises Morrison, calm before storm, key Aussie stocks, price distractions, supercycles, excess pensions, migration boom.

  • 2 March 2023


$3m super cap?, long-term investing, Michael Rice on QAR, Vanguard v AusSuper, personal tax changes, no tech death, private markets, stock history.

  • 23 February 2023


$5 million super cap, pension v home, banks punish vulnerable, July wait for super pension, merit of higher rates, 5 super proposals, contrarianism?

  • 16 February 2023


Exploit LIC discounts, asset class value, ethical stocks, use franking to pay no tax, industrial property outlook, $5 coin repays debt, peak passive.

  • 9 February 2023


Inflation warnings ignored, where Australians invest, millionaires on pensions, changing retirement, fortress stocks, central bank and market changes.

  • 2 February 2023


Thornhill on dividends and 2023, OpenAI writes for us, retirement's runway, executor warning, vital industry, 5 investment themes, '22 asset Gameboard

  • 26 January 2023


The good and bad in my SMSF in '22, Chris Joye on '23, ageing nonsense, LIC discounts, pub property profit, year for bonds, 3 new investment themes.

  • 19 January 2023


Dividend growth, buying Magellan, nuclear bull, tech mirrors shale, rosy Australian outlook, inflation risks, EV's problems.

  • 12 January 2023


Dividend stocks, gun-shy retail investors, attractive bonds, selecting good managers, distorted money, healthcare opportunities, 1970s redux?

  • 5 January 2023



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