Please note there is a PDF button under every article on the website. If a reader is looking for a hard copy of one or a few articles, this could be the most efficient method. Otherwise, PDF versions of all our newsletters are below, as well as links to the weekly editorials.
Edition 283 | 7 Dec 2018 | Editorial | Newsletter
RoCo’s two defining moments, inside Chris Cuffe’s portfolio, how SMSFs can avoid Labor’s franking policy, flaws in fund numbers, Asian property, POAs.
Edition 282 | 30 Nov 2018 | Editorial | Newsletter
Inside view from top of CBA, retrospective tax, RCR collapse lessons, conflicted awards for funds, acquisition value, fintechs, advisers and seniors.
Edition 280 | 16 Nov 2018 | Editorial | Newsletter
SMSF asset allocation, Labor franking hits low incomes, Noel Whittaker on $1.6m cap, Sam Wylie on your fees, aged care, robo reply, bearish investors.
Edition 279 | 9 Nov 2018 | Editorial | Newsletter
Hamish Douglass exclusive on shares, 4Ps of roboadvice, Tim Wilson request, gender fairness, bank scorecard, active is not index, property hits, LICs.
Edition 278 | 2 Nov 2018 | Editorial | Newsletter
Australia as best global model? 3 lessons from my trip, Montgomery on 5G, nervous investors, manager chats, super engagement and access, rate spreads.
Edition 277 | 26 Oct 2018 | Editorial | Newsletter
Owen on big bank failings, your Factfulness results, sustainable returns, SMSF pros, S&P scorecard shortcomings, choice paralysis, and super problems.
Edition 276 | 19 Oct 2018 | Editorial | Newsletter
Bank disruption post-Commission, reverse mortgages, asset performance, taxing issues for ETFs, valuing disruptors, US equity mix, LIC Hearts & Minds.
Edition 271 | 14 Sep 2018 | Editorial | Newsletter
Packed with GFC lessons, industry funds thrilled, Royal Commission secrets, invest like instos, ‘value’ struggles, bonds, retirement worry, microcaps.
Edition 270 | 7 Sep 2018 | Editorial | Newsletter
Leading names in retirement: Cooper, Whittaker, Rule and Warren. How much is really need to retire, death duty, Labor policies, SMSFs and death, algos.
Edition 269 | 31 Aug 2018 | Editorial | Newsletter
Market headwinds but is this top a turn? real return delusions, poor for 50 years, tax inefficiency, stop chasing risky yields, blockchain, cyber investing.
Edition 268 | 24 Aug 2018 | Editorial | Newsletter
Royal Commission hits, ETF survivors, measure risk, A-REITs, Lucy Brogden interview, excess super caps, Thorny Birds, Chris’s 30 year CFS anniversary.
Edition 267 | 17 Aug 2018 | Editorial | Newsletter
Your interactive goals, smart HILDA answers, OnePath conflicts, Royal Commission darkness, franking, tax-free SMSFs, healthcare, manager share buying.
Edition 258 | 15 Jun 2018 | Editorial | Newsletter
Dover and Prospa ASIC casualties, high retiree tax rates, comparing LICs, EOFY strategies, credit markets, aged care, tax donations, SMSF assets, tech.
Edition 255 | 25 May 2018 | Editorial | Newsletter
SMSFs v Labor franking, non-bank SME loans, disruption, business property in SMSFs, Active ETFs, 10 hints on managers, bare trusts and prospect theory.
Edition 254 | 18 May 2018 | Editorial | Newsletter
SMSF strategies if imputation refunds lost, a super EOFY deduction, 7 EOFY tips, Royal Commission suitability, Budget income, bank scorecard and more.
Edition 249 | 20 Apr 2018 | Editorial | Newsletter
RC lies and damned lies, Blue Sky shorting, end of the bull run, blockchain founder, tax-free pensions, Smith v Jones, merit of two SMSFs, Third Link.
Edition 248 | 13 Apr 2018 | Editorial | Newsletter
Of course more is more, three retirement goals, end of ‘set and forget’, ESG, good super ideas, John Hemmes’ estate, small caps and football lessons.
Edition 243 | 9 Mar 2018 | Editorial | Newsletter
How imputation really works, Hamish Douglass on high risk, guns in banks, manager attribution, new thinking on retirement, bond defaults, inside SMSFs.