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1 April 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.
This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now.
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.
The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.
With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.