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Double edition featuring Roger Montgomery on 2017, Noel Whittaker on super taxes, Emily Martin, Melanie Dunn, Warren Bird, Adrian Harrington plus more.

  • 16 December 2016


Five super questions delivered by Santa Scott, SMSF disqualification, understanding bond yields, estate planning tools, inflation and shares and ETPs

  • 9 December 2016


Markets have been good... give us more, great investment ideas, pension asset test interplay, bank of mum and dad, active v passive, SAPTO, food.

  • 2 December 2016


Montgomery on why rate rises are good, Harrington on value in A-REITs, LIC fees, roboadvice, objectives-based investing, startups and innovation.

  • 25 November 2016


Identifying successful companies, SMSFs and the $1.6m cap, investing in regulated assets, factors, improving credit scores, dynamic asset allocation.

  • 18 November 2016


Keating, Marks and big calls: the best investment ideas from international and local experts at the Sohn Hearts & Minds Investment Leaders Conference.

  • 11 November 2016


Roger Montgomery on savage price falls, pension changes coming, lack of action on renewables, banks joining fintechs, real returns, CRIOs and horses.

  • 4 November 2016


Low growth but what about shares, from $1bn to $42bn, pension not welfare, more to retirement than super, ETF domiciles and property policy.

  • 28 October 2016


Perils and pleasures of off-the-plan apartments, Phil Ruthven on property bubbles, deep dive ETFs, ASX shorting, and central bank-inflation debate.

  • 21 October 2016


Why SMSFs windup, US +66% vs Aust -2% since GFC, expanded ETF coverage, super protection in bankruptcy, how to judge profits and turnaround stories.

  • 14 October 2016


Tagliaferro and Rae on dividend sustainability, expanded LIC coverage, property CGT tips and inquiry call, hedge funds for retail, new fee disclosures.

  • 7 October 2016


Shorting moves mainstream, listed property, death benefit taxes, misleading sentiments, renewables, SMSF deposits, impact investing, global investing.

  • 30 September 2016


Morrison gives a Costello-like window, bond trends, achieve real returns, smart automation, investing tools, Ellis Bugg eulogy, pension changes, LICs.

  • 23 September 2016


Cap scrapped, selling winners, portfolio rebalancing, Aus vs US housing, why hedge funds?, gold investing, future pensions and 'new' monetary policy.

  • 16 September 2016


Douglass on the fund manager's dilemma, Bassanese on central banks, ASX winners and losers, how investors are thinking, annuities and technology.

  • 9 September 2016


Canberra explains super numbers to Noel, SMSF and super alternatives, watch SMSF flows, Michael Traill's social journey and bank survey analysis.

  • 2 September 2016


Treasurer responds to us on super, inside IPOs, Asia's internet dragons, fintechs, risk in bonds, volatility, conflicted investors, royal commission.

  • 26 August 2016


Why bank royal commission not needed, Montgomery on company guidance, Hogan on super strategy victims, plus mid-caps, bank politics and super advice.

  • 19 August 2016


Five tips for finding value, LIC risks, SMSF low returns and changing asset allocations, wealth inequity plus more on bond signals.

  • 12 August 2016


Hamish Douglass on technology tipping points, plus angel investors, banning advice, Merton on retirement incomes, chasing yields and credit ratings.

  • 5 August 2016


Roger Montgomery on bond warnings, property for seniors, estate planning essentials, boom export sectors and investment strategies.

  • 29 July 2016


Compare results with Buffett and CalPERS, innovation opportunities, client focus, 10 reasons for poor performance, offshore funds, SMSF grenade.

  • 22 July 2016


Surprising election survey results, cheaper apartments coming, aged care costs, manager alignment, diversification and confusing bond indexes.

  • 15 July 2016


Election survey, Brexit and Australia, digital strategy, buying expensive shares, CEO letters, data insights plus Don Stammer on productivity woes.

  • 8 July 2016


Brexit insights from Miles Staude in London, plus Montgomery, Douglass and Gor, declining department stores, IPOs, 'regtech', China and longevity.

  • 1 July 2016


Expert insights from Phil Ruthven, Noel Whittaker, Roger Montgomery, Anton Tagliaferro, Liz Moran and Mark East, plus LICs and EOFY check.

  • 24 June 2016


Making the most of the new super cap, more EOFY tips, digital disruption, roboadvice, Chris Cuffe interview, and comparing managed funds with LICs.

  • 17 June 2016


Surprising negative gearing results; going global in Japan, small caps and European equities; EOFY for property investments and unusual SMSF assets.

  • 10 June 2016


Negative gearing and capital gains, EOFY tips, robos understanding clients, infrastructure for SMSFs, 50-65's out of work, and currency design.

  • 3 June 2016


Investments as 'min risk or max return', retirement outcomes, jump into resources, tax deductions and giving, and Shane Oliver with Paul Clitheroe.

  • 27 May 2016


Surprise revelation on super changes, Montgomery on economics, Thornhill on dividends, plus banks in wealth, SMSF segregation and stay with super.

  • 20 May 2016


Content for the week: 13 May 2016

  • 13 May 2016


Content for the week: 06 May 2016

  • 6 May 2016


Content for the week: 29 Apr 2016

  • 29 April 2016


Content for the week: 22 Apr 2016

  • 22 April 2016


Content for the week: 15 Apr 2016

  • 15 April 2016


Content for the week: 08 Apr 2016

  • 8 April 2016


Content for the week: 01 Apr 2016

  • 1 April 2016


Content for the week: 25 Mar 2016

  • 25 March 2016


Content for the week: 18 Mar 2016

  • 18 March 2016


Content for the week: 11 Mar 2016

  • 11 March 2016


Content for the week: 04 Mar 2016

  • 4 March 2016


Content for the week: 26 Feb 2016

  • 26 February 2016


Content for the week: 19 Feb 2016

  • 19 February 2016


Content for the week: 12 Feb 2016

  • 12 February 2016


Content for the week: 05 Feb 2016

  • 5 February 2016


Content for the week: 29 Jan 2016

  • 29 January 2016



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