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20 July 2025
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Investment podcast with Lou Capparelli – July 2025.
series of national briefings, 31 Jul - 14 Aug, major cities.
ASX:VAS hits $20 billion: Australia’s largest ETF continues to lead the way.
RQI Investors launches new Long-Short Fund.
survey reveals implications of the 'Great Wealth Transfer'.
marks 25 years of Schroder Global Core active strategy with active ETF launch [ASX:CORE].
webinar: Division 296 tax update, 10 June 2025, $99.
Investment podcast with David Colosimo – June 2025.
documentary shows transformative changes underway in Australian gold mining.
In The Know podcast: The big issues for investors coming out of Washington
New SMSF trustees propel uptake of financial advice, but $1 trillion sector still has significant advice gaps.
wins Chant West Super Fund of the Year award.
Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.
You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.
The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.
Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.
With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.
In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.