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22 February 2025
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Election set, Phil King on longs and shorts, dividend sustainability, legal cases hit SMSF trustees and auditors, infrastructure, private equity.
It's as legitimate an investing technique to short sell an expensive company as it is to buy or go long a cheap company, with the added advantage of less competition on the short side.
Check the cash flow characteristics and sustainability in any company before investing, as various ratios can be an early sign that the business is churning through rather than generating cash.
Two court cases have laid the blame for poor SMSF documentation and investments at the feet of auditors. It's not a 'tick and flick' exercise and there are lessons for SMSF trustees and professionals.
A recent case highlights the importance of SMSF trustees exercising discretion to pay death benefits in good faith, with real and genuine consideration and in accordance with the purpose of the conferred power.
Both the Government and Labor have made impressive commitments to infrastructure, but it focusses heavily on roads and rail. Australia's economic potential depends on more essential services.
The finding of the Report is that Labor's franking credit policy is inequitable and flawed, but many say the inquiry was politically-motivated, as the Labor members of the committee deliver a dissenting report.
Most individual investors have difficulty accessing private equity directly, but unlisted and listed funds are opening this diversifying asset class to a wider range of investors.
The days of company boards making decisions in isolation from their shareholders have long gone, and investor expectations are rising across many cultural and social issues.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.
It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.