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Graham Hand

The ‘new normal’ and demographic change

Using interactive graphics, we can model the impact of changing demographics on economic growth for all major countries. Will lower growth become the 'new normal' due to an ageing population?

Financial education and thanks to Noel Whittaker

Noel Whittaker kindly did a great write up of Cuffelinks in his own newsletter, which led to a surge in new registrations. He said, "The people behind Cuffelinks have high integrity, top skills, a great reputation, and share my passion for financial education. I know you will gain a lot from becoming a subscriber." Noel's excellent free newsletter has been published for 15 years, and you can subscribe on noelwhittaker.com.au, where he also has several useful calculators.

Lessons for all directors from Senator Sinodinos’s grilling

The Senator’s ICAC appearance this week was a fascinating study into the responsibilities of a company director. Every current or aspiring director should read the verbatim discussion in this article.

Latest Updates

Back to the future - Why indexing CGT is a good idea

A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Strategy

The folly of the Iran war

From oil shocks to fractured alliances, the Iran war carries the hallmarks of a historic policy misstep - one that could tip an already fragile global economy into crisis.

Taxation

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Investment strategies

The red metal's long game

Copper has had a rough few weeks but investors should not ignore the potential for future price increases as supply increasingly falls behind demand.

Taxation

The lesser-known effects of changed property taxes

The budget’s property tax reforms are being framed as fairness measures, but they risk splitting the housing market, penalising lower‑income investors and introducing distortions that may prove costly.

Latest from Morningstar

Why stocks sometimes fall for no obvious reason

The vast and opaque world of private assets is a powerful gravitational force - and when trouble hits, it's the more liquid public equities that often the feel it first.

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