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Editions

286

EOY Special: Free ebook of 2018 highlights, collection from Royal Commission, Guest Editor Warren Bird picks his favourites, Have Your Say, free app.

  • 28 December 2018

285

Our free app for an ‘Appy Christmas; Summer Series Guest Editor Pilar Gomez-Bravo picks her favourites from our archive. Next week: Best of 2018

  • 21 December 2018

284

2019 is time for caution, Evans, Oliver, Montgomery on TV, investing lessons from 40 years, 8 SMSF hints, longevity, global survey, post-retirement.

  • 14 December 2018

283

RoCo’s two defining moments, inside Chris Cuffe’s portfolio, how SMSFs can avoid Labor’s franking policy, flaws in fund numbers, Asian property, POAs.

  • 7 December 2018

282

Inside view from top of CBA, retrospective tax, RCR collapse lessons, conflicted awards for funds, acquisition value, fintechs, advisers and seniors.

  • 30 November 2018

281

It’s the Misconduct Commission, grandfathering and commissions, Labor on negative gearing, fixing longevity risk, 7 SMSF checks, $1.6m cap, bonds.

  • 23 November 2018

280

SMSF asset allocation, Labor franking hits low incomes, Noel Whittaker on $1.6m cap, Sam Wylie on your fees, aged care, robo reply, bearish investors.

  • 16 November 2018

279

Hamish Douglass exclusive on shares, 4Ps of roboadvice, Tim Wilson request, gender fairness, bank scorecard, active is not index, property hits, LICs.

  • 9 November 2018

278

Australia as best global model? 3 lessons from my trip, Montgomery on 5G, nervous investors, manager chats, super engagement and access, rate spreads.

  • 2 November 2018

277

Owen on big bank failings, your Factfulness results, sustainable returns, SMSF pros, S&P scorecard shortcomings, choice paralysis, and super problems.

  • 26 October 2018

276

Bank disruption post-Commission, reverse mortgages, asset performance, taxing issues for ETFs, valuing disruptors, US equity mix, LIC Hearts & Minds.

  • 19 October 2018

275

How much do you know about the world? Let’s check the facts

  • 12 October 2018

274

Hamson on how imputation policy affects all super funds. Small caps, bonds, diversifying, choosing ETFs, Asia tech, parent finance, retirement age.

  • 5 October 2018

273

Chris Stott’s latest trends, plus Christopher Joye, Garry Weaven, Alex Pollak, Jonathan Rochford, Brett Gillespie, Assyat David and Mark Ellem.

  • 28 September 2018

272

Leading insights from Roger Montgomery, Steve Johnson, Marcus Evans, Warren Bird, Erik Weisman, Rudi Filapek-Vandyck and Brett Lewthwaite.

  • 21 September 2018

271

Packed with GFC lessons, industry funds thrilled, Royal Commission secrets, invest like instos, ‘value’ struggles, bonds, retirement worry, microcaps.

  • 14 September 2018

270

Leading names in retirement: Cooper, Whittaker, Rule and Warren. How much is really need to retire, death duty, Labor policies, SMSFs and death, algos.

  • 7 September 2018

269

Market headwinds but is this top a turn? real return delusions, poor for 50 years, tax inefficiency, stop chasing risky yields, blockchain, cyber investing.

  • 31 August 2018

268

Royal Commission hits, ETF survivors, measure risk, A-REITs, Lucy Brogden interview, excess super caps, Thorny Birds, Chris’s 30 year CFS anniversary.

  • 24 August 2018

267

Your interactive goals, smart HILDA answers, OnePath conflicts, Royal Commission darkness, franking, tax-free SMSFs, healthcare, manager share buying.

  • 17 August 2018

266

“Alone in the dark with our money”, your financial literacy, tech dominance, housing fears, tax perils, startup warnings, good to bad, lifestages.

  • 10 August 2018

265

Do SMSFs underperform? regulation conga line, Nine/Fairfax toads, find great companies, dollar outlook, high divis, SMSF checklist, winner-takes-all.

  • 3 August 2018

264

Labor franking targets SMSFs, Douglass says 30% fall possible, Total Super Balance, income risk, asset allocation, SMSFs and mental capacity.

  • 27 July 2018

263

Value v growth investors, managing the $1.6m cap, tips on managed accounts, Douglass macro update, sovereign defaults coming, carer inherits estate.

  • 20 July 2018

262

Micro investing at Raiz, poor retail FX rates, spouse super, disability insurance, longevity and sequencing risk, living to 1,000, SMSF spruiking.

  • 13 July 2018

261

Going global, mid-cap focus, 2017-2018 market results, Cooper on retirement, Ruthven on wealth distribution, rules of global investing, higher rates.

  • 6 July 2018

260

World Cup smart chat, CBA demerger, hybrid value, talk to your family, next for ASIC, super rorts, SAA journey, investing checks, podcast on GFC.

  • 29 June 2018

259

Income tax, franking outside super, downgrade blame, Montgomery on tech, Marks on indexing, depreciation, blockchain, access yield, China politics.

  • 22 June 2018

258

Dover and Prospa ASIC casualties, high retiree tax rates, comparing LICs, EOFY strategies, credit markets, aged care, tax donations, SMSF assets, tech.

  • 15 June 2018

257

Chris Bowen responds, Peter Costello super myth, instos and franking refunds, bank outlook, discount LICs, active’s time has come, gold, technology.

  • 8 June 2018

256

Productivity Commission scolds super, Whittaker scolds Labor, rich old ladies, multi-sector portfolios, active trading, SMSF max, high yield.

  • 1 June 2018

255

SMSFs v Labor franking, non-bank SME loans, disruption, business property in SMSFs, Active ETFs, 10 hints on managers, bare trusts and prospect theory.

  • 25 May 2018

254

SMSF strategies if imputation refunds lost, a super EOFY deduction, 7 EOFY tips, Royal Commission suitability, Budget income, bank scorecard and more.

  • 18 May 2018

253

Budget Special, Smashing Pumpkins, nearing the market peak, EM leads tech, two SMSF tips, factor investing, PropTech explained, LICs and hybrids.

  • 11 May 2018

252

Budget 2018: tax cuts, retirement income, infrastructure spend, move to surplus … direct from the Canberra Lockup.

  • 7 May 2018

251

APRA focus on CBA, a Royal flush on advice, perverse outcomes, manager selection, SPIVA lessons, why dividends matter, currency, earnings, El Camino.

  • 4 May 2018

250

‘Regrets, I’ve had a few …’ Special 250th Edition ebook plus Royal Commission coverage.

  • 27 April 2018

249

RC lies and damned lies, Blue Sky shorting, end of the bull run, blockchain founder, tax-free pensions, Smith v Jones, merit of two SMSFs, Third Link.

  • 20 April 2018

248

Of course more is more, three retirement goals, end of ‘set and forget’, ESG, good super ideas, John Hemmes’ estate, small caps and football lessons.

  • 13 April 2018

247

Grattan on property and politics, Cuffe on application chaos, Joye on hybrid selloff, Stammer on cycles, LIC dividends and franking, earnings value.

  • 6 April 2018

246

It’s not just cricket, SMSF ‘pensions’ miss out, losing on logic alone, loss aversion, ETF growth, unwinding warnings, watch lower quality assets.

  • 30 March 2018

245

Imputation credit class war, impact on hybrids, women losing super rights, retirees not spending, downsizer checks, rate prospects, luxury goods.

  • 23 March 2018

244

Labor’s new franking policy, Royal Commission train wreck, Sir Michael Hintze AM exclusive, shares v bonds, dividend conspiracy, insurance in super.

  • 16 March 2018

243

How imputation really works, Hamish Douglass on high risk, guns in banks, manager attribution, new thinking on retirement, bond defaults, inside SMSFs.

  • 9 March 2018

242

Where financial advice went wrong, shares v bonds, retirement products, real estate wins, finance fire drill, active/passive, discount LICs, Buffett.

  • 2 March 2018

241

Where robo went wrong, when to hedge currency, resources rebound, super alternatives, multi-asset funds in retirement, death benefits, glide paths.

  • 23 February 2018

240

VIX, XIV and all that jazz, Montgomery and Moore on where to now, Jack Gray on AI, Bitcoin reality, infrastructure, portfolio construction and super

  • 16 February 2018

239

Control the urge to sell in panic, CAPE over share markets, SMSF action now but should you have one, home and aged care traps, resource companies.

  • 9 February 2018

238

What to expect in 2018, Howard Marks, the future of ETFs and LICs, managing diversification and volatility, the Lucky Country and (yes) Bitcoin.

  • 2 February 2018

237

Guest Editor Roger Montgomery, final edition of the Summer Series, with his Top 5 from 2017, plus Larry Fink’s letter to over 1,000 CEOs.

  • 26 January 2018

236

Guest Editor Greg Paramor’s Top 5 from the last 5 years, plus Morningstar’s 20 year ‘Gameboard’ and asset class performance for 2017.

  • 23 January 2018

235

Guest Editor Gemma Dale’s Top 5 articles from the last 5 years. Plus handy Fast Facts brochure updated for 2018.

  • 19 January 2018

234

Guest Editor Noel Whittaker’s Top 5 from 2017, plus his 20 Commandments of Wealth for Retirees.

  • 12 January 2018

233

Guest Editor Jeremy Cooper’s Top 5 from the last 5 years, with a special focus on retirement. Plus Ashley Owen’s summary of markets in 2017.

  • 5 January 2018

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