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Archive

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

Editions

186

Double edition featuring Roger Montgomery on 2017, Noel Whittaker on super taxes, Emily Martin, Melanie Dunn, Warren Bird, Adrian Harrington plus more.

  • 16 December 2016

185

Five super questions delivered by Santa Scott, SMSF disqualification, understanding bond yields, estate planning tools, inflation and shares and ETPs

  • 9 December 2016

184

Markets have been good... give us more, great investment ideas, pension asset test interplay, bank of mum and dad, active v passive, SAPTO, food.

  • 2 December 2016

183

Montgomery on why rate rises are good, Harrington on value in A-REITs, LIC fees, roboadvice, objectives-based investing, startups and innovation.

  • 25 November 2016

182

Identifying successful companies, SMSFs and the $1.6m cap, investing in regulated assets, factors, improving credit scores, dynamic asset allocation.

  • 18 November 2016

181

Keating, Marks and big calls: the best investment ideas from international and local experts at the Sohn Hearts & Minds Investment Leaders Conference.

  • 11 November 2016

180

Roger Montgomery on savage price falls, pension changes coming, lack of action on renewables, banks joining fintechs, real returns, CRIOs and horses.

  • 4 November 2016

179

Low growth but what about shares, from $1bn to $42bn, pension not welfare, more to retirement than super, ETF domiciles and property policy.

  • 28 October 2016

178

Perils and pleasures of off-the-plan apartments, Phil Ruthven on property bubbles, deep dive ETFs, ASX shorting, and central bank-inflation debate.

  • 21 October 2016

177

Why SMSFs windup, US +66% vs Aust -2% since GFC, expanded ETF coverage, super protection in bankruptcy, how to judge profits and turnaround stories.

  • 14 October 2016

176

Tagliaferro and Rae on dividend sustainability, expanded LIC coverage, property CGT tips and inquiry call, hedge funds for retail, new fee disclosures.

  • 7 October 2016

175

Shorting moves mainstream, listed property, death benefit taxes, misleading sentiments, renewables, SMSF deposits, impact investing, global investing.

  • 30 September 2016

174

Morrison gives a Costello-like window, bond trends, achieve real returns, smart automation, investing tools, Ellis Bugg eulogy, pension changes, LICs.

  • 23 September 2016

173

Cap scrapped, selling winners, portfolio rebalancing, Aus vs US housing, why hedge funds?, gold investing, future pensions and 'new' monetary policy.

  • 16 September 2016

172

Douglass on the fund manager's dilemma, Bassanese on central banks, ASX winners and losers, how investors are thinking, annuities and technology.

  • 9 September 2016

171

Canberra explains super numbers to Noel, SMSF and super alternatives, watch SMSF flows, Michael Traill's social journey and bank survey analysis.

  • 2 September 2016

170

Treasurer responds to us on super, inside IPOs, Asia's internet dragons, fintechs, risk in bonds, volatility, conflicted investors, royal commission.

  • 26 August 2016

169

Why bank royal commission not needed, Montgomery on company guidance, Hogan on super strategy victims, plus mid-caps, bank politics and super advice.

  • 19 August 2016

168

Five tips for finding value, LIC risks, SMSF low returns and changing asset allocations, wealth inequity plus more on bond signals.

  • 12 August 2016

167

Hamish Douglass on technology tipping points, plus angel investors, banning advice, Merton on retirement incomes, chasing yields and credit ratings.

  • 5 August 2016

166

Roger Montgomery on bond warnings, property for seniors, estate planning essentials, boom export sectors and investment strategies.

  • 29 July 2016

165

Compare results with Buffett and CalPERS, innovation opportunities, client focus, 10 reasons for poor performance, offshore funds, SMSF grenade.

  • 22 July 2016

164

Surprising election survey results, cheaper apartments coming, aged care costs, manager alignment, diversification and confusing bond indexes.

  • 15 July 2016

163

Election survey, Brexit and Australia, digital strategy, buying expensive shares, CEO letters, data insights plus Don Stammer on productivity woes.

  • 8 July 2016

162

Brexit insights from Miles Staude in London, plus Montgomery, Douglass and Gor, declining department stores, IPOs, 'regtech', China and longevity.

  • 1 July 2016

161

Expert insights from Phil Ruthven, Noel Whittaker, Roger Montgomery, Anton Tagliaferro, Liz Moran and Mark East, plus LICs and EOFY check.

  • 24 June 2016

160

Making the most of the new super cap, more EOFY tips, digital disruption, roboadvice, Chris Cuffe interview, and comparing managed funds with LICs.

  • 17 June 2016

159

Surprising negative gearing results; going global in Japan, small caps and European equities; EOFY for property investments and unusual SMSF assets.

  • 10 June 2016

158

Negative gearing and capital gains, EOFY tips, robos understanding clients, infrastructure for SMSFs, 50-65's out of work, and currency design.

  • 3 June 2016

157

Investments as 'min risk or max return', retirement outcomes, jump into resources, tax deductions and giving, and Shane Oliver with Paul Clitheroe.

  • 27 May 2016

156

Surprise revelation on super changes, Montgomery on economics, Thornhill on dividends, plus banks in wealth, SMSF segregation and stay with super.

  • 20 May 2016

155

Retrospective perspective and budget survey, plus insights from Denham, Owen, Bowerman, Bird, and Ramani.

  • 13 May 2016

154

Radical changes to super and our survey results, plus Eliot, Harrington, Stanford, Warren and CFSGAM's latest quarterly update.

  • 6 May 2016

153

Your opinion on super changes, Harrington on unlisted property and secrets in NTA calculations, plus Thompson, Owen, Duffield and Rochford.

  • 29 April 2016

152

Chris Cuffe on misleading investment words, plus: John Pearce, Ilan Israelstam, Roger Montgomery, Neil Rogan and David Bell.

  • 22 April 2016

151

Ashley Owen on LPTs versus shares, Chris Stott, Mark East, Rudi Filapek-Vandyck, Narayanan Somasundaram, Keith Ambachtsheer, LICs and market updates.

  • 15 April 2016

150

Inside bank culture, plus Gerald Stack, Rachel Lane, Minh Ly, Philipp Hofflin, and Jeremy Cooper on retirement calculators.

  • 8 April 2016

149

Hoyle on strategies for retirement, Shorte and Westover on SMSFs, Sala Tenna on oil supply, and Da Silva on ETF disruption.

  • 1 April 2016

148

Montgomery on house prices, Stammer on market turbulence, digital communication, estate planning and wills, and the tenacity of managed funds.

  • 25 March 2016

147

Real estate outlook, LICs versus managed funds, founder vision, skills of a great communicator, fundamental indexing and takeover offers.

  • 18 March 2016

146

Insights and opinion from Peter Thornhill, Graham Hand, Raewyn Williams, Nader Naeimi, Sebastian Evans, plus Morningstar's asset class gameboard.

  • 11 March 2016

145

Montgomery on Dick Smith disclosure, Owen on banks and miners, "are we there yet?" on hybrid and bond margins, SMSFs losing franking, drug stocks.

  • 4 March 2016

144

SMSF tells the story of your life, Duffield on leadership, estate planning, Cooper on retirement outcomes, plus volatility and investment adversity.

  • 26 February 2016

143

Treasurer on super changes, Ruthven on tax reform, Bell on mistakes, Whittaker on SMSFs, Prineas on ETFs, smart beta and Folkestone on smart cities.

  • 19 February 2016

142

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.

  • 12 February 2016

141

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.

  • 5 February 2016

140

Welcome back for 2016: insights for the year from Hamish Douglass, Roger Montgomery, Ashley Owen, Sam Wylie, Craig Swanger and Graham Hand.

  • 29 January 2016

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