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10 July 2026
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SMRs don't just replace gas, they replace gas, solar and wind. If you have a SMR generator that provides 24/7 power why would you need solar and wind, why would you turn off a SMR generator to use solar or wind ?
SMRs excel in providing reliable, carbon-free baseload power, especially in regions where renewables struggle due to limited sunlight, wind and space (not Australia). They are particularly useful for replacing fossil fuels if a local industry requires consistent high energy levels (such as AI data bases) while solar and wind can be deployed in various scales making them ideal for remote or highly distributed energy needs e.g. Australia. Solar and wind could combine with SMRs providing electricity during peak demand periods (businesses mainly operate in the day, wind and storage is more consistent) reducing the need for a high reliance on SMR output. If you are over reliant on SRM’s you are also highly reliant on a consistently sourcing enriched uranium. In particular regions (e.g. Australia) solar and wind are a significantly cheaper source of electricity on a per-kilowatt-hour basis, even when considering storage systems to mitigate intermittency.
"highly reliant on a consistently sourcing enriched uranium":Natural uranium and deuterium oxide neutron moderator used in:https://en.wikipedia.org/wiki/CANDU_reactorModified CANDU Reactor SMR:https://www.sciencepg.com/article/10.11648/j.ns.20240903.11Can do Thorium too:https://inis.iaea.org/collection/NCLCollectionStore/_Public/33/011/33011302.pdf
Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.
Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts, prompting closer scrutiny of estate planning structures and the real implications of reforms still taking shape.
New CGT rules could tip the scales in the super vs non-super debate. For those facing the Division 296 tax, the case for withdrawing has gotten more complex. A "comparison rate" tool may help assess decisions.
Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.
The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.
The downfall of the giant and three lessons for investors.
The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.
Are we worse off than previous generations? Lately, there seems to be a heightened level of angst that economic conditions are getting harder and that the two-party political system (and maybe democracy too) is failing voters.
Most Australians approaching retirement can tell you the exact dollar value of their super account. But success depends on more than a sizeable balance. Here's four key questions to ask yourself at the start of the financial year.
AI is already reshaping the economy, but companies building transformative technologies rarely capture the greatest long-term value. Instead, those benefits accrue to the users. We may well see this pattern reproduced.
The 'cost base reset' for the new super tax is being sold as protection for pre-July gains. A worked example shows $1M of protection is worth about $25,000, and the real deadline has not passed.
Asking whether markets are overpriced may be the wrong question. New research suggests that traditional valuation metrics used to forecast returns may have been misread. Here are five takeaways for investors.
Investors often like the idea that fund managers should invest client money exactly as they invest their own. But reality is more complicated. Unique circumstances make a different approach rational and, at times, beneficial.