27 June 2026

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Noel Whittaker’s take on the budget Australia has no death duties. Technically.How to minimise tax with a will Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate Back to the future - Why indexing CGT is a good idea

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1-6 out of 6 results.

The catalyst for a LICs rebound

Andrew Mitchell, Steven Ng
19 June 2024
35

The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.

Five famous investors with cheap listed funds

Graham Hand
10 June 2020
43

Why invest in an unlisted fund by a well-known, experienced fund manager when the equivalent listed fund is offered at a substantial discount? Maybe there's a structural problem to fix here.

Managing LIC discounts and premiums

Peter Rae
11 September 2019
3

Many Listed Investment Companies, or LICs, have developed persistent discounts to NTA in their share prices, and buyback programmes are struggling to have much impact. See also the latest update on new issues in the LIC space.

Watch for LICs that never return to par

William Gormly
6 February 2019
3

Some investors buy LICs at a discount in the hope of extra gain when the discount is removed, but it might never happen. There's a way of judging the discount relative to its historic norms.

A checklist for buying LICs at a discount

Julia Stanistreet
28 February 2018
5

Plenty of LICs trade at a discount to their NTA value, often for good reasons, but there are opportunities to benefit from a narrowing of the discount if an investor knows what to look for.

Why LICs trade at premiums or discounts

Chris Stott
16 October 2014
8

The surge in popularity of listed investment companies has seen the erosion of the average price discount relative to net assets. Whether a LIC is likely to trade at a discount or a premium should inform your decision to invest.

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Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Noel Whittaker
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Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Rachael Rofe
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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.

Shani Jayamanne
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Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate

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.

Dr. Sylvia Villios
10 June 2026

Back to the future - Why indexing CGT is a good idea

A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.

Matt Nolan
20 May 2026

The investment mistake killing your returns

Retail investors face an increasingly complex product environment, but simplicity may be the most overlooked advantage in building a portfolio you can actually live with.

Simonelle Mody
27 May 2026

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