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Whitepapers: Yarra Capital Management

1-6 out of 6 results.

Navigating a frustrating environment

Australia is entering FY27 on shaky footing, with policy uncertainty, a weakening consumer, housing market pressures and slowing growth creating a difficult environment for investors. This outlook shares 10 actionable ideas for the year ahead.

Data may finally be breaking: RBA to pivot

New data suggest the Australian economy is losing momentum faster than expected, with unemployment rising and growth slowing ahead of recent shocks. With inflation pressures contained and policy tightening already biting, the case for an RBA pivot is strengthening.

Budget 2026-27: Good intentions. Unintended outcomes?

An assessment of the impact of the 2026-27 Budget, and the risk that in the attempt to engender inter-generational fairness that we create new distortions that ultimately could lead to lower capital investment, lower economic growth.

RBA rate hike: A study in policy error

Choosing to tighten into large and persistent exogenous economic shocks could well prove to be one of the biggest policy errors the RBA has made in the inflation targeting era.

Multi-sector credit: High yields, big opportunities in 2026

In 2026, investors can likely expect higher volatility associated with a maturing business cycle. As that volatility nears the horizon, investors can benefit from a more optimal mix of active management focused on higher risk-adjusted returns.

Structural shifts in AI, energy and defence shaping tomorrow’s returns

Reporting season is stressful, but for Johnny Russell (Portfolio Manager, Yarra Global Share Fund), it also serves as a reminder of the importance of stepping back to reflect on broader themes shaping the world around us.

Most viewed in recent weeks

Will you run out of money in retirement?

Fear of running out has become a defining retirement anxiety. Why do some retirees die with substantial wealth while others deplete their nest egg? Evidence suggests the answer is more complicated than we think. 

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

The investment that sidesteps the new tax traps

Tax rules have changed, but many investors are still using yesterday’s strategies. Insurance bonds may offer advantages for those seeking greater control, tax efficiency and certainty about their wealth.

Testamentary trusts have secured the CGT exemption

Treasury’s latest CGT reform draft delivers a win for testamentary trusts and deceased estates, exempting estate-derived gains from the 30% floor. However, questions on death and divorce rollovers remain unresolved.

Meg on SMSFs: What do we think about reversionary pensions these days?

Reversionary pensions have long been a staple of SMSF estate planning, but are they still the best option? Meg Heffron revisits a once-clear favourite and asks whether changing super rules have shifted the balance.

How does the 4% rule stack up?

The 4% rule has long been retirement's gold standard. But after a difficult period for investors, fresh analysis suggests a more conservative approach may significantly improve the chances of making savings last.

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