There are no free lunches in finance, but for Australian investors, franking credits can be the next best thing. Luke Cummings, Chief Investment Officer at Harvest Lane Asset Management, says that many M&A transactions are structured to include a fully franked dividend as part of the headline price. Australian investors... Show More
Here I suggest five Indexed annuity bonds that are perfect for retirees looking for low risk, stable additions to their portfolio as well as helping meet minimum withdrawals for SMSFs in drawdown. Show More
There is no doubt that Australia’s franking system has lots of flaws. Today, we are one of the few countries in the world which maintains a franking system, and probably the only one that has cash rebates of franking. Show More
SMSF expert, Tony Negline gives his unique view of the proposed Labor Party changes to claiming franking credits. He provides suggestions on structuring your SMSF and how to utilise your franking credits. Show More
Get the full scoop on what Trump’s meeting with Kim Jong-Un, Labor’s $59b cash refund plan, and Spotify’s unconventional IPO means for you and your investments. Show More
Strike one for Netflix was the news that Disney will no longer supply programming from the end of 2019. Strike two happened late last week when several credible sources reported than Apple had committed to spending US$1b on original programming in 2018. Show More
Do not expect Uber to right itself now that CEO Travis Kalanick has “resigned.” The company’s problems run far deeper, and the story has far from played out. Show More
Now is the time to be extremely wary of value investments. The unprecedented change we are living through means that the risks of value investing have never been higher. Show More
Plato Income Maximiser Limited (ASX:PL8), a new Australian shares Listed Investment Company (LIC) with a high-income focus, has just launched. Show More
Volatile and uncertain markets are highlighting the benefits direct infrastructure investment can bring to an SMSF investor’s portfolio. Infrastructure returns tend to follow predictable and more stable paths due to the cash flow generation of the underlying assets, the basic nature of these assets, the market structure in which they... Show More
SMSF's in Australia are very concentrated in Australian assets. Alex Pollak, CEO of Lotus Peak believes that "self managed super in this country is dramatically under invested in the companies that are remaking the business landscape in the 21st century". By being under invested in offshore assets Australians are also... Show More
There is another opportunity to play the weakening $A again this financial year, and not only for international investing. A year ago we forecast the $A would fall significantly. At the time we said the potential currency decline created an opportunity, particularly for savvy SMSF and self-directed investors, to shift... Show More