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Whitepapers: Yarra Capital Management

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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

How cutting the CGT discount could help rebalance housing market

A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Want your loved ones to inherit your super? You can’t afford to skip this one step

One in five Australians die before retirement and most have not set up their super properly so their loved ones can benefit from all their hard work and savings. 

Super is catching up, but ageing is a triple-threat

An ageing Australia is shifting the superannuation system’s focus from accumulation to the lifecycle of retirement. While these pressures have been anticipated for decades, they are now converging at scale and driving widespread industry change.

Meg on SMSFs: Last word on Div 296 for a while

The best way to deal with the incoming Division 296 tax on superannuation is likely doing nothing. Earnings will be taxed regardless of where the money sits, so here are some important considerations.

Has Australia wasted the last 30 years?

The 20 years after Peter Costello left Treasury have been deemed wasted...by Peter Costello. The missed opportunities for Australia began long before.  

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