Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.




Where to now for LICs and LITs? 3 overlooked investment lessons, mitigating equity risk, new property type, trading techniques, retirement spending.

  • 19 December 2019


Make time for money chat, millennial engagement, hot and cold APRA heatmap, ETF update, retirement living, property in SMSF, decade of performance.

  • 12 December 2019


From FONGO to FOMO, nowhere to hide, Shane Oliver's 20 great quotes, retirement worries as advice shunned, SMSF battleground, valuations, remuneration

  • 5 December 2019


Super dominates ASX and decides Westpac fate, 23 sides of homes & ageing, indexing struggles too, quant investing, vote your shares, media you missed.

  • 28 November 2019


OK Boomer results with great comments, Meany on infrastructure trends, vigilantes, end of bull run, heat maps, innovation, 2020 vision, Robert Merton.

  • 21 November 2019


'OK Boomer' fess up, women in shares, bank scorecard, focus on quality yield, fossil fuel divesting, shorting praise, policy dilemma, pressure on LICs.

  • 14 November 2019


2/3 want home pension test, busting sludge, power of over 50s, listed bond funds fill gap, 4 advice reasons, Asia's engine, manipulating values.

  • 6 November 2019


Carol Geremia interview, super whinges not helping trust, home pension test, 5G investing, how much super?, CBA hybrid, retirement, go global, news.

  • 30 October 2019


Fixing SMSF data, 6 estate planning tips, infrastructure diary, optimal asset allocation, Noel Whittaker on the US, streaming damage, Ralston 2013.

  • 23 October 2019


Five important income lessons, ACCC's bank dictionary, your portfolio safety, super bankruptcy, massive index change, Morningstar acquires Cuffelinks.

  • 16 October 2019


What worries you?, Bryan and Cuffe on boards, Montgomery's market madness, retirement spending, best real assets, central bank sugar, bond choices.

  • 9 October 2019


Six all-time classics from Keating, Cuffe, Whittaker, Wood, Heighway and Denham, including Yale's David Swensen's portfolio and the value of active.

  • 2 October 2019


Epic end of an era, Vanguard MD interview, Bill Evans + Shane Oliver forecasts, best global companies, mining and climate change, commodities, news.

  • 25 September 2019


The times they are a-changin', 7 big retirement trends, FoFA failure adviser responses, investing journeys, property hot spots, electric cars, yields.

  • 18 September 2019


Advice only for rich, Daniel Foggo interview, Thornhill income v dividends, 6 major SMSF checks, S-curve tips, central bank impotence, LICs, FX cash.

  • 11 September 2019


Tips from the Future Fund, Daniel Foggo interview, Chris Cuffe classic, SMSF trading activity, four healthcare picks, equalising super, equity income.

  • 4 September 2019


Magellan's Vihari Ross on the next big ideas, RBA's 'unconventional things', pricing power, buy back worries, adviser conflicts, killing inflation.

  • 28 August 2019


So you think bonds are riskless? Alex Vynokur ETF interview, 6 future investing trends, be-ing not do-ing, retirement frugality, Mercer v Grattan.

  • 21 August 2019


Adele Ferguson interview, Noel Whittaker on property spruikers, retiree spending, Poseidon makes WAAAX wane, child super, rebalancing, new website.

  • 13 August 2019


Income investments but not bond proxies, how 99% of listed companies disappear, tax creep, grocery tech, what style are you? interactive index chart.

  • 7 August 2019


Exclusive Hamish Douglass reflections, ETFs v LICs v unlisted funds, advice value, end-of-cycle investing, hidden niches, super outcome, FY19 results.

  • 1 August 2019


NAB’s Ross McEwan on abhorrent pricing, interview with Megan Scott, A-REIT’s great run, sell bank hybrids, helping Dick Smith’s franking, value focus.

  • 24 July 2019


Psst, want a zero coupon bond? Listed income choices, large caps drive funds, watch chasing franking, Internet of Things, how VC works, 5 SMSF errors.

  • 17 July 2019


Why are fund managers closing? Interview with Nathan Hughes, better FX rates, property deals, why are you entitled? rural investing, work test.

  • 12 July 2019


Amazing FY19 halves, using ‘bucket companies’ in trusts, Montgomery’s insane prices, small company wins, super delivers, gold above A$2,000, tax time.

  • 5 July 2019


Is global property part of the income puzzle? James Maydew, Phil Ruthven, Mary Meeker, Senator Jane Hume, amazing network effects, SMSFs, buybacks.

  • 28 June 2019


Get real on all-time high, James Abela interview, Shane Oliver’s top tips forever, retirement costs, marketplace lending, EOFY guides, Westpac advice.

  • 21 June 2019


Interviews with Adam Grotzinger & Hamish Douglass, WAAAX-ed, frank on Bowen’s nurse, Managed Accounts, EOFY charity, Westpac SOA, allocations.

  • 14 June 2019


Thanks for 5 million pageviews, Phil Vernon interview, your asset allocation now, Facebook vs apple, quick EOFY tips, know your energy, role of cash.

  • 7 June 2019


Sorry, franking caps and grandfathering don’t work, David Harrison, Chris Joye on hybrids, LIC future, Tech and Debt Wreck, food trends, value flaws.

  • 31 May 2019


How good are franking credits? Interview with Charles Dalziell, SMSFs need friends, Don Stammer, IPOs not worth it, future of retirement, politics.

  • 24 May 2019


Election countdown, 7 ways to fix franking loss, more tax avoidance, contributions tax, CGT, investing rules of thumb, behaviour, AI ethics.

  • 17 May 2019


New Interview Series, Lynch & Buffett lessons, Montgomery on Uber, Microsoft, Joe Magyer, Noel on 10% rule, bonds & hybrids for franking.

  • 10 May 2019


Buffett speaks, frank(ing) with Bowen, Sebastian Evans interview, which party best for shares?, lifetime income, charitable funds, tax affairs cap.

  • 3 May 2019


Battle lines: Coalition v Labor super, Zali v Tony, industry funds v the rest, Value v Growth stock picks, 5 myths, 35% recession, does diversity work?

  • 26 April 2019


SMSFs avoid franking loss, 3 key bank risks, super changes, investing like sport, Asia drives real assets, BBB bond worries, ETF thematic investing.

  • 19 April 2019


Election set, Phil King on longs and shorts, dividend sustainability, legal cases hit SMSF trustees and auditors, infrastructure, private equity.

  • 12 April 2019

300 - Budget Special

Budget Edition 300 direct from the Lockup, Josh Frydenberg hands down an election budget to coincide with the 300th newsletter from Cuffelinks.

  • 5 April 2019


Franking tax pool update, super’s illiquid and unlisted assets, why hold bonds, wealth preservation, Ruthven on housing, LRBA, 5G, new advice model.

  • 29 March 2019


Housing impact of Labor’s negative gearing policy, Reserve Bank on cash and climate, getting out of Australia, Howard Marks, home equity, ESG, bonds.

  • 22 March 2019


Hayne challenges all advice, marketplace lending face off, sole purpose test confusion, stop dividend focus, new Pension Loans Scheme, more on franking.

  • 15 March 2019


84% oppose Labor franking, pension worse off, Chris Bowen reply, industrial property, recession risk, Int Women’s Day, ethical investing, Feb results.

  • 8 March 2019


Large funds may also lose franking refunds, what is taxable income? insider on Hayne, asset allocation, high yield bonds, find the S-curve, the cloud.

  • 1 March 2019


Your opinions on Hayne, how to retain income after Labor franking, global ETFs, check your fund manager, Aussie deleveraging, 3 tech worries, HYSay.

  • 22 February 2019


Henry versus Hayne, franking credits made easy, RC survey and podcast, Marks on volatility, 10 ESG factors, 5G wins and losses, populism, 2019 v 2018 mix.

  • 15 February 2019


Royal Commission fallout, Noel Whittaker on Hayne’s mistake, LICs stay at discounts, 5 SMSF mistakes, founder mindset, Active ETFs, Have Your Say.

  • 8 February 2019

Hayne Royal Commission coverage

Highlights of the Royal Commission Final Report but what did it miss? Ruthven on when problems started; where to for wealth management and culture?

  • 3 February 2019


Value of forecasts, bond face-off: Chin versus Rochford, know what you own, Howard Marks on tax, ASX trends, deluded expectations, tax notices coming?

  • 1 February 2019


Wasted effort chasing stock picks, Ralston on franking, Montgomery’s big rule, vale Jack Bogle, Prugue’s manifesto, super choices, what is risk?

  • 25 January 2019


Why the fuss about PC’s Best in Show? Thornhill on buying shares, final Summer Series articles with Bryce Doherty, ETF yearly reviews.

  • 18 January 2019


Where to in 2019 for asset allocation? Summer Series, Tim Keegan chooses classics from Cuffe, Montgomery, Whittaker and Bell. Gail Kelly on gifting.

  • 11 January 2019


Market performance plus 2018 highlights in free ebook. Summer Series Guest Editor Alex Vynokur with focus on indexing and ETFs. Labor franking. LICs

  • 4 January 2019



© 2021 Morningstar, Inc. All rights reserved.

The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ). You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.

Website Development by Master Publisher.