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6 October 2025
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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.
This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.
An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.
LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.
Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?
Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?
This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.