A week after the fanfare of the 2018/19 Budget, we can soberly review some of the information and data that supports its projections. In the body of the Budget papers are a wealth of tables and charts that contain important observations and insights into the Australian economy. We scan through... Show More
This will be short and likely controversial. There’s a lot of vitriol about dividend imputation these days. Much of it is misguided. However widely practised around the globe, double taxation of corporate earnings is unfair. Most countries acknowledge that fact indirectly by having low tax rates on dividends. Our dividend... Show More
Risks often come from unexpected places. For global technology companies, the obvious risks might come from obsolescence and changing consumer preferences. We think it’s taxation that presents the biggest risk for the ‘FANGs’ stocks today. Show More
What does the Government’s Re:Think tax discussion paper mean for investors? The Government on Monday handed down its Re:Think tax discussion paper, which is expected to trigger significant debate in coming months. We think there are six key issues the paper indicates could be a focus of Treasury’s leanings in... Show More