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Peter Warnes

Return of our 'Wealth of Experience' podcast

James Gruber hosts regular guests, Firstlinks' Graham Hand and Morningstar's Peter Warnes, to discuss key investment issues to help build your wealth. Going forward, there'll also be interviews with Australia's top fund managers.

Latest 'Wealth of Experience' podcast

In this episode, Graham and Peter buy into the moves to control house prices, discuss the massive debate on age pension assets test, interview Antipodes' Jacob Mitchell, and observe buyers chasing long-term assets.

Latest 'Wealth of Experience' podcast

This episode of Wealth of Experience discusses who won and lost in August reporting, missing the point on franking, how tax reform picks favourites, two grumps, and features an interview with Christian Baylis.

'Wealth of Experience' podcast

This episode of Wealth of Experience covers company profits, your views on retirement, buying houses and financial advice, and Emma Fisher chats with Graham about picking companies not themes or trends.

'Wealth of Experience' podcast - markets rinse and repeat

The next episode of Wealth of Experience with Graham Hand and Peter Warnes covers Top 20 stocks then and now, Brambles, defining retirement income, performance fees and Nick Griffin’s ideas and outlook.

'Wealth of Experience' podcast and ASA webinar on ETFs v LICs

Peter reveals some top stock picks with an emphasis on long-term assets like Sydney Airport, Graham discusses spending in retirement and valuing assets, the key to Amazon, guest Andrew Lockhart and plenty more.

Latest Updates

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20 US stocks to buy and hold forever

Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.

The public servants demanding $3m super tax exemption

The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.

Property

Baby Boomer housing needs

Baby boomers will account for a third of population growth between 2024 and 2029, making this generation the biggest age-related growth sector over this period. They will shape the housing market with their unique preferences.

SMSF strategies

Meg on SMSFs: When the first member of a couple dies

The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re best served by moving a little more slowly before making final decisions.

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Small caps are compelling but not for the reasons you might think...

Your author prematurely advocated investing in small caps almost 12 months ago. Since then, the investment landscape has changed, and there are even more reasons to believe small caps are likely to outperform going forward.

Taxation

The mixed fortunes of tax reform in Australia, part 2

Since Federation, reforms to our tax system have proven difficult. Yet they're too important to leave in the too-hard basket, and here's a look at the key ingredients that make a tax reform exercise work, or not.

Investment strategies

8 ways that AI will impact how we invest

AI is affecting ever expanding fields of human activity, and the way we invest is no exception. Here's how investors, advisors and investment managers can better prepare to manage the opportunities and risks that come with AI.

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