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22 December 2024
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Please click on the relevant year to read all editions from that year.
Double edition featuring Roger Montgomery on 2017, Noel Whittaker on super taxes, Emily Martin, Melanie Dunn, Warren Bird, Adrian Harrington plus more.
Five super questions delivered by Santa Scott, SMSF disqualification, understanding bond yields, estate planning tools, inflation and shares and ETPs
Markets have been good... give us more, great investment ideas, pension asset test interplay, bank of mum and dad, active v passive, SAPTO, food.
Montgomery on why rate rises are good, Harrington on value in A-REITs, LIC fees, roboadvice, objectives-based investing, startups and innovation.
Identifying successful companies, SMSFs and the $1.6m cap, investing in regulated assets, factors, improving credit scores, dynamic asset allocation.
Keating, Marks and big calls: the best investment ideas from international and local experts at the Sohn Hearts & Minds Investment Leaders Conference.
Roger Montgomery on savage price falls, pension changes coming, lack of action on renewables, banks joining fintechs, real returns, CRIOs and horses.
Low growth but what about shares, from $1bn to $42bn, pension not welfare, more to retirement than super, ETF domiciles and property policy.
Perils and pleasures of off-the-plan apartments, Phil Ruthven on property bubbles, deep dive ETFs, ASX shorting, and central bank-inflation debate.
Why SMSFs windup, US +66% vs Aust -2% since GFC, expanded ETF coverage, super protection in bankruptcy, how to judge profits and turnaround stories.
Tagliaferro and Rae on dividend sustainability, expanded LIC coverage, property CGT tips and inquiry call, hedge funds for retail, new fee disclosures.
Shorting moves mainstream, listed property, death benefit taxes, misleading sentiments, renewables, SMSF deposits, impact investing, global investing.
Morrison gives a Costello-like window, bond trends, achieve real returns, smart automation, investing tools, Ellis Bugg eulogy, pension changes, LICs.
Cap scrapped, selling winners, portfolio rebalancing, Aus vs US housing, why hedge funds?, gold investing, future pensions and 'new' monetary policy.
Douglass on the fund manager's dilemma, Bassanese on central banks, ASX winners and losers, how investors are thinking, annuities and technology.
Canberra explains super numbers to Noel, SMSF and super alternatives, watch SMSF flows, Michael Traill's social journey and bank survey analysis.
Treasurer responds to us on super, inside IPOs, Asia's internet dragons, fintechs, risk in bonds, volatility, conflicted investors, royal commission.
Why bank royal commission not needed, Montgomery on company guidance, Hogan on super strategy victims, plus mid-caps, bank politics and super advice.
Five tips for finding value, LIC risks, SMSF low returns and changing asset allocations, wealth inequity plus more on bond signals.
Hamish Douglass on technology tipping points, plus angel investors, banning advice, Merton on retirement incomes, chasing yields and credit ratings.
Roger Montgomery on bond warnings, property for seniors, estate planning essentials, boom export sectors and investment strategies.
Compare results with Buffett and CalPERS, innovation opportunities, client focus, 10 reasons for poor performance, offshore funds, SMSF grenade.
Surprising election survey results, cheaper apartments coming, aged care costs, manager alignment, diversification and confusing bond indexes.
Election survey, Brexit and Australia, digital strategy, buying expensive shares, CEO letters, data insights plus Don Stammer on productivity woes.
Brexit insights from Miles Staude in London, plus Montgomery, Douglass and Gor, declining department stores, IPOs, 'regtech', China and longevity.
Expert insights from Phil Ruthven, Noel Whittaker, Roger Montgomery, Anton Tagliaferro, Liz Moran and Mark East, plus LICs and EOFY check.
Making the most of the new super cap, more EOFY tips, digital disruption, roboadvice, Chris Cuffe interview, and comparing managed funds with LICs.
Surprising negative gearing results; going global in Japan, small caps and European equities; EOFY for property investments and unusual SMSF assets.
Negative gearing and capital gains, EOFY tips, robos understanding clients, infrastructure for SMSFs, 50-65's out of work, and currency design.
Investments as 'min risk or max return', retirement outcomes, jump into resources, tax deductions and giving, and Shane Oliver with Paul Clitheroe.
Surprise revelation on super changes, Montgomery on economics, Thornhill on dividends, plus banks in wealth, SMSF segregation and stay with super.
Retrospective perspective and budget survey, plus insights from Denham, Owen, Bowerman, Bird, and Ramani.
Radical changes to super and our survey results, plus Eliot, Harrington, Stanford, Warren and CFSGAM's latest quarterly update.
Your opinion on super changes, Harrington on unlisted property and secrets in NTA calculations, plus Thompson, Owen, Duffield and Rochford.
Chris Cuffe on misleading investment words, plus: John Pearce, Ilan Israelstam, Roger Montgomery, Neil Rogan and David Bell.
Ashley Owen on LPTs versus shares, Chris Stott, Mark East, Rudi Filapek-Vandyck, Narayanan Somasundaram, Keith Ambachtsheer, LICs and market updates.
Inside bank culture, plus Gerald Stack, Rachel Lane, Minh Ly, Philipp Hofflin, and Jeremy Cooper on retirement calculators.
Hoyle on strategies for retirement, Shorte and Westover on SMSFs, Sala Tenna on oil supply, and Da Silva on ETF disruption.
Montgomery on house prices, Stammer on market turbulence, digital communication, estate planning and wills, and the tenacity of managed funds.
Real estate outlook, LICs versus managed funds, founder vision, skills of a great communicator, fundamental indexing and takeover offers.
Insights and opinion from Peter Thornhill, Graham Hand, Raewyn Williams, Nader Naeimi, Sebastian Evans, plus Morningstar's asset class gameboard.
Montgomery on Dick Smith disclosure, Owen on banks and miners, "are we there yet?" on hybrid and bond margins, SMSFs losing franking, drug stocks.
SMSF tells the story of your life, Duffield on leadership, estate planning, Cooper on retirement outcomes, plus volatility and investment adversity.
Treasurer on super changes, Ruthven on tax reform, Bell on mistakes, Whittaker on SMSFs, Prineas on ETFs, smart beta and Folkestone on smart cities.
Serhan on withdrawing super, Owen on poor January leading to a bad year, Bird on reading RBA decisions, Ingram on China changes and Rule on pensions.
The best advice is not always financial plus Gerald Stack on infrastructure, Ashley Owen on January, Pablo Berrutti on climate and Hugh Dive on growth.
Welcome back for 2016: insights for the year from Hamish Douglass, Roger Montgomery, Ashley Owen, Sam Wylie, Craig Swanger and Graham Hand.