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31 January 2026
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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.
Many commentators are assuming all industry and retail funds can utilise their franking credit refunds, but a case-by-case check is required. Plus hard words from a cranky reader.
Favourable economics and greater security foster the sharing of remote IT resources, and it has revolutionised how companies meet their computing requirements. The cloud's share will only get bigger.
Modelling different and complex objectives in an asset allocation is difficult because the goals are often contradictory, but a new technique puts a risk score on each possible strategy.
Few Australians include global high yield bonds in their asset allocations, but with new ways to access the market locally, they are worth considering as a diversifying asset class.
Too many investors focus on macro trends, when what really matters is catching a company in the right part of its S-curve, when its earnings and products are about to take off.
Professor Pamela Hanrahan of the UNSW provided much of the background material used by the Financial Services Royal Commission, and she reviews the final outcome in this BusinessThink interview.
The Labor franking credit proposal creates a group of people who count franking credits as taxable income, and another group that doesn't. A basic principle of tax should be horizontal equity between investment structures.
This week we have a short survey on your attitudes to Labor's franking credits proposal. It should take less than two minutes to complete, unless you want to have a rant.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.