4 November 2026

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It’s time for LICs to die The retirement scorecard: how many of these questions can you answer?Division 296: the initial moves to make before the windows close Testamentary trusts: Treasury has picked the wrong reading Higher yields are creating opportunities in global bonds

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1-6 out of 6 results.

Building a lazy ETF portfolio in 2026

James Gruber
14 January 2026
51
13

What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.

How to weight companies in a successful stock portfolio

Dr Justin Koonin
12 April 2023
4

Outperforming over the long term doesn't solely depend on the stocks you select. Focus on how much you could lose relative to how much you could gain to determine how to weight stocks in your portfolio.

To your taste: hot cross buns and hot, cross funds

Graham Hand
31 March 2021
10

What do hot cross buns and funds have in common? In both, there is no answer to which is the best, as their characteristics appeal to different people. Select the ones that suit your taste and appetite, maybe with added spice.

Will rising bond rates hit your share portfolio?

Graham Hand
3 March 2021

After a strong rally since March 2020, markets are increasingly worrying about the threat of inflation and higher interest rates. Ironically, it might be at a time of strong economic growth which benefits companies.

Too big to perform? The importance of limiting capacity

Andrew Mitchell
7 October 2020
4

Some fund managers take as much money as they can raise in the interests of generating fees, but especially in the smaller and mid cap space, limiting capacity gives flexibility and a competitive advantage.

Currency risk deserves more than a coin toss

Many investors in global portfolios overlook the currency exposure and should consider leaving hedging decisions to specialists. There is no single optimal hedging strategy as conditions vary over time.

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It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

David Tuckwell
30 September 2026

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

Mark LaMonica CFA
14 October 2026

Division 296: the initial moves to make before the windows close

What if the best superannuation strategy isn't about earning more, but acting before your options disappear? Several overlooked planning windows are narrowing, with consequences that can last for decades.

Liam Shorte
28 October 2026

Testamentary trusts: Treasury has picked the wrong reading

A decades-old estate planning tool has survived one tax crackdown only to be caught by another. The surprise isn't who the reform is targeting, but who could end up paying the price for drafting choices made years ago.

Rachael Rofe
21 October 2026

Higher yields are creating opportunities in global bonds

Bond markets are adjusting to a new reality, but not in the ways investors expect. With markets repricing and capital competing for attention, investors may need to rethink where resilience and opportunity lie.

Eric Souders
7 October 2026

Will investors be better or worse off under new housing tax changes?

Housing tax reforms have sparked warnings of market turmoil and promises of greater fairness. But after modelling nearly two decades of property data, the results suggest winners and losers may not be who many investors expect.

Elyse Dwyer, Nick Garvin
30 September 2026

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