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1 February 2026
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* An ASIC review of mid-tier AFS licencees shows majority of their income comes from product issuers, with inevitable conflicts of interest.
* The ATO supervisory levy on SMSFs is rising rapidly from the current $191, to $259 in 2013/2014 (or effectively $388 with advance payments). And a surprising $518 for a new fund.
* The ASIC Senate Review of its performance in the Commonwealth Financial Planning case has useful lessons for all adviser groups.
Greg Perry and Peter Morgan surprised many people in funds management this week with comments attributed to them in the AFR. Here's what Greg said in an interview in 2002.
The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.
Mark Carney has spoken of a rupture in the rules based system that has governed the world since 1945. That rupture means nations like Australia will need to boost defence spending and find savings elsewhere.
With ASX dividend yields now below government bond yields, investors face an upside-down market where income is scarce, growth is muted, and careful selection of bond-like stocks has never mattered more.
ASX miners are back in favour after playing second fiddle to banks for years. Is it too late to get in? Here are some thoughts on the large caps such as BHP and Rio, and the hot gold mining sector.
Most commentary on gold's recent record highs focus on it being the product of fear or speculative momentum. That's ignoring the deeper structural drivers at play.
Tariff turmoil tested Asia, but AI leadership, policy easing and reform momentum are restoring investor confidence and strengthening the region’s outlook for 2026.
New research explains why high valuations, low dividends and bullish sentiment rarely coexist with strong long-term returns after extended bull markets.