lics

In the AFR today I write that this is a great day for all Australian financial advisers and investors, and a brave decision by the Treasurer Josh Frydenberg, which...

When picking stocks, it’s widely accepted that buying high quality businesses at a discount to their value is the best path to long term success. When choosing great...

I guess it is not surprising, because I have been repeatedly threatened by vested interests in the LIC/LIT debate with personal attacks unless I withdraw from it...And...

The LMI Monthly Update, from Independent Investment Research, takes a look at recent activity in the LMI sector and provides a view of key themes and issues within the...

Writing for Switzer Daily, Hall of Fame stockbroker Paul Rickard argues that stamping fees "are conflicted remuneration, and should have been banned back in 2014 when...

In huge news today, IFA reports that the Financial Planning Association of Australia has "sought the removal of the current stamping fee exemption in relation to...

The LMI Monthly Update, from Independent Investment Research, takes a look at recent activity in the LMI sector and provides a view of key themes and issues within the...

In huge news The AFR's John Kehoe reports today that "Treasurer Josh Frydenberg has set up a snap review to consider closing a loophole that allows financial advisers...

Today I interview Paul Moore, founder of the $2bn PM Capital, which runs two LICs, who sensationally calls on Treasurer Josh Frydenberg to finally close the loophole...

Today I explain how in the shadow of the banking royal commission an emotive war has erupted over whether financial advisers should be allowed to accept large...

Dominick McCormick has a solid piece today defending the LIC/LIT sector from recent criticisms, which is worth reading (as are some outstanding comments from financial...

The issues around performance of LICs/LITs, which is impacting the debate on stamping fees, should be addressed fairly and objectively, not by flawed analysis,...

In one of the biggest shake-ups of the financial advice industry in years, the government’s Financial Adviser Standards and Ethics Authority has blanket-banned...

The Australian LIC industry is almost 100 years old and it has experienced many cycles since Whitefield Limited was first incorporated in 1923. The current environment...

A major benefit of a LIC over a trust is the ability to carry forward earnings over reporting periods. By comparison, a trust must distribute all realised gains in a...

What if there was a Melbourne Cup of Listed Investment Companies? Who would make the starting line? Who would win? We have analysed the field of well over 100 LICs....

Today I argue that Magellan will revolutionise the LIC/LIT market with its shift to a commission-free distribution model that we had long advocated and which is...

Think for a moment about the complexity of designing a car. Over 30,000 individual parts are present in a typical vehicle and the design engineer needs to use all of...

Select Harvest (ASX:SHV) is an Australian-based grower, processor and marketer of almonds and almond-based value-added products. The business owns and leases over...

WAM Global (ASX:WGB) is a listed investment company that invests in a portfolio of global stocks. The focus is predominantly on small to mid-cap stocks...