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19 September 2025
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How good are franking credits? Interview with Charles Dalziell, SMSFs need friends, Don Stammer, IPOs not worth it, future of retirement, politics.
How does a style that relies on investing in stocks the market dislikes sustain itself over time, when inevitably investors go through difficult markets until the value is realised? It’s not an easy way to run a fund manager.
Political outcomes are challenging to predict. Instead, we need to focus on the investment implications of a variety of policy outcomes. A long term perspective is where valuation intersects with fundamentals.
In the world of SMSFs, an aligned accountant and financial adviser can make a formidable, synergistic team. Specialists who can’t be friends can be the opposite, when the best interests of the client are paramount.
Many large investors pay higher brokerage fees, hoping to gain favour with brokers to gain access to IPOs. Are rare IPO gains worth the loss of quality execution at the best price every day?
Each time share markets sell off suddenly, investors need to ask whether it’s a real crisis or a false one. Here are some current issues to consider amid the optimism that has pushed markets in 2019.
With more people living longer, retirement expectations are being reshaped and redefined. Now is the time to consider the financial and cultural solutions for making the most out of the gift of a longer life.
Labor justified its franking credits policy based on the cost rising 10-fold since 2001 and heading towards unaffordable levels. But were the numbers right and would the savings ever have eventuated?
Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.
The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.
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.
Are franking credits factored into share prices? The data suggests they're probably not, and there are certain types of stocks that offer higher franking credits as well as the prospect for higher returns.
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.