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Archive

Please click on the relevant year to read all editions from that year.

Editions

540

Shares to crush housing, 2024 big calls, when to retire, ageing population implications, 2023 lessons, mining bull, small cap revival.

  • 21 December 2023

539

Financial advice fallout, cheapest asset class, super wars, X-factor revealed, retirement reform, hybrids' future questioned, get out of cash, podcast.

  • 14 December 2023

538

Income assets for 2024, Big Super pushes back, portfolio construction challenges, next decade's winners, seniors' housing crisis, AUD float birthday.

  • 7 December 2023

537

Charlie Munger's legacy, ASX best business models, cash is trash?, bank hybrids, diversification no free lunch, new podcast, Asia growth story.

  • 30 November 2023

536

Best assets for income, bank results, ASX 16-year drought rebuttal, downsizing tips, Graham Hand update, bonds' time is now, Sir Michael Hintze.

  • 23 November 2023

535

Charlie Munger speaks, Magellan's Barrenjoey upside, Ian Macfarlane's RBA warning, death benefit nominations, avoiding investing losers, new podcast.

  • 16 November 2023

534

Graham Hand announcement, UniSuper boss speaks, ASX's 16-year drought, housing crisis beneficiaries, recession-proof investments, 3 small cap picks.

  • 9 November 2023

533

Building a lazy portfolio, SAA v TAA, 18 rules for ageing well, UniSuper's John Pearce on podcast, RBA rate tracker flaws, market crash likelihood.

  • 2 November 2023

532

Transferring wealth, SAPTO and LITO v SMSFs, ResMed ready, income in retirement, market correction, super funds and managers, allocate 5% to gold?

  • 26 October 2023

531

Unrealised gain drain, my biggest loss, five retirement lessons, next for bank hybrids, recession risk but bonds back, survey results, new podcast.

  • 19 October 2023

530

Pay no tax on super, inflation survey, asset allocation tips, ASX200 income scorecard, market on AI and China, streaming wars as Disney blinks.

  • 12 October 2023

529

Funds and ETFs used by SMSFs, new podcast with Noel, rethink super concessions, bond bear market, currency hedging, mid cap stocks, shares for income.

  • 5 October 2023

528

Magellan v Bolton, Buffett flat for decades, Cooper on big super, markets at extremes, industrial property differs, Aussie bank prices, cost of super.

  • 28 September 2023

527

Why LICs are closing, maximise retirement income, when stocks too big, new podcast with interviews, role of gold and playing defence, ASIC must act.

  • 21 September 2023

526

Invest for free(ish), wealth transfer, housing role in retirement, Meg on SMSFs, buy old world assets, AI too high?, property star, longevity access.

  • 14 September 2023

525

When and why of retirement, super objective, Thornhill on shares, slower ageing, optimism pays, indexing impact on small caps, new podcast.

  • 7 September 2023

524

10 ways to avoid tax, long-term ASX stocks, invest for generations, equity income, aged care needs, private markets, no IGR policies.

  • 31 August 2023

523

SMSF asset allocation, good news is bad news, Intergenerational Report, podcast with Andrew Clifford, SMSF v large funds, Matilda reality, risk timing.

  • 24 August 2023

522

Life expectancy and returns, retirement advice, fundie styles, tough shift to EVs, next China, accounting tricks, inflation sync, super and wills.

  • 17 August 2023

521

Selling is the easy bit, church of Apple, SMSF asset sales before pensions, new podcast, big tech rally, SMSFs and cash, paying for nursing homes.

  • 10 August 2023

520

Graham on Europe travel, ASX takeover worries, super funds and retirement, housing math lesson, private investment caution, tax-deferred distributions.

  • 3 August 2023

519

Ageing changes investor mindset, retail stocks on sale, SMSFs and inflation, value investing, reporting season, China's terminal decline, new podcast.

  • 27 July 2023

518

UniSuper says liquidity is king, RBA independence questioned, SMSFs and kids, 5 recession-proof assets, Howard Marks returns, emerging multinationals.

  • 20 July 2023

517

Howard Marks skewers forecasting, Baby Boomer bubble deflates, Moneyball lessons, USD bull run over?, KKR, new podcast, trusting your process.

  • 13 July 2023

516

Science behind retiring happy, asset management who's who, office property, time to play defence, finding a good fundie, fertility rate concern.

  • 6 July 2023

515

Buffett and Marks disagree, cherry-picking cost for tax, how death bed benefits work, selecting large stocks, 60/40, vale Markowitz, podcast is back.

  • 29 June 2023

514

Why SMSFs are thriving, seeds of downturn, ETFs v managed funds, platforms evolve, 7 recession lessons, direct indexing, buy quality and hold nerve.

  • 22 June 2023

513

23 money lessons, CGT discount amount?, return of podcast, Meg on EOFY contributions, energy transition, super illiquidity risk and much more ...

  • 15 June 2023

512

Find your equity sleeping point, super EOFY checklist, 5 retirement tips, The Big Short, FT CEO on advice, cheaper is not better, long & short term.

  • 8 June 2023

511

Gates, AI and US$1 trillion Nvidia, ex-RBA boss on rates and loans, Mark Delaney, dividend income, Jack Gance II, bonds and economy, consultants.

  • 1 June 2023

510

Tax drives new investment pools, founder Jack Gance, impact of $3m super tax, solid bank hybrids, watch hostile markets, small caps, 5 investing steps.

  • 25 May 2023

509

Central bank fails, cost of financial advice, cheap small caps, time for Buy-Write, stocks v bonds, retail investor edge, Druckenmiller on Fed mess.

  • 18 May 2023

508

5 strategies to control your investing behaviour, Budget latest, banks' good and bad, retirement expectations, T2 bonds, fix index skew.

  • 11 May 2023

507

Munger's happiness rules, 6 ways super is judged, 4 fund manager stock picks, pension change impact on retirees, Aussie v French results.

  • 4 May 2023

506

9 rules to die with zero, RBA culture club and board hits, dividend hunting, super and retirement, survey on pension reactions, franking threat?

  • 27 April 2023

505

RBA upheaval, ASIC yin and yang, fund manager skill, super TSB quirks, whither $A, raise billions in Budget, private debt's time, passive's risks.

  • 20 April 2023

504

Dimon on 'virtuous to vicious' cycle, money drives recession, best type of super, retiree 4% rule, portfolio weighting, ETF trends, leave a legacy.

  • 13 April 2023

503

10 reasons for home not super, net tax cost, Grattan proposals, $3m tax impact, A-REIT picks, market stories, retirement anxiety, superannuating.

  • 6 April 2023

502

Most companies are duds, SMSF pensions better, fix $3m super tax, growth v value myths, brace for contagion on lending, digital tokens, bond losses.

  • 30 March 2023

501

Best-ever investment charts, me and Gnomes of Zurich, don't panic but watch crunch, experts on $3m tax and franking, 100yo LIC, China themes.

  • 23 March 2023

500

500th Edition, eBook on 30 fund manager best strategies, Reader Survey, super tax worse than personal, 60/40 is back, property lessons.

  • 16 March 2023

499

$3m super tax tips and tricks, super fails the poor, SMSFs too much cash, hypocrisy of super access, your investment niche, supply chains, renewables.

  • 9 March 2023

498

How $3m tax works, Labor reprises Morrison, calm before storm, key Aussie stocks, price distractions, supercycles, excess pensions, migration boom.

  • 2 March 2023

497

$3m super cap?, long-term investing, Michael Rice on QAR, Vanguard v AusSuper, personal tax changes, no tech death, private markets, stock history.

  • 23 February 2023

496

$5 million super cap, pension v home, banks punish vulnerable, July wait for super pension, merit of higher rates, 5 super proposals, contrarianism?

  • 16 February 2023

495

Exploit LIC discounts, asset class value, ethical stocks, use franking to pay no tax, industrial property outlook, $5 coin repays debt, peak passive.

  • 9 February 2023

494

Inflation warnings ignored, where Australians invest, millionaires on pensions, changing retirement, fortress stocks, central bank and market changes.

  • 2 February 2023

493

Thornhill on dividends and 2023, OpenAI writes for us, retirement's runway, executor warning, vital industry, 5 investment themes, '22 asset Gameboard

  • 26 January 2023

492

The good and bad in my SMSF in '22, Chris Joye on '23, ageing nonsense, LIC discounts, pub property profit, year for bonds, 3 new investment themes.

  • 19 January 2023

491

Dividend growth, buying Magellan, nuclear bull, tech mirrors shale, rosy Australian outlook, inflation risks, EV's problems.

  • 12 January 2023

490

Dividend stocks, gun-shy retail investors, attractive bonds, selecting good managers, distorted money, healthcare opportunities, 1970s redux?

  • 5 January 2023

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