Previous Newsletters

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 284 | 14 Dec 2018 | Editorial | Newsletter
2019 is time for caution, Evans, Oliver, Montgomery on TV, investing lessons from 40 years, 8 SMSF hints, longevity, global survey, post-retirement.

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 281 | 23 Nov 2018 | Editorial | Newsletter
It’s the Misconduct Commission, grandfathering and commissions, Labor on negative gearing, fixing longevity risk, 7 SMSF checks, $1.6m cap, bonds.

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 275 | 12 Oct 2018 | Editorial | Newsletter
How much do you know about the world? Let’s check the facts.

Edition 274 | 5 Oct 2018 | Editorial | Newsletter
Hamson on how imputation policy affects all super funds. Small caps, bonds, diversifying, choosing ETFs, Asia tech, parent finance, retirement age.

Edition 273 | 28 Sep 2018 | Editorial | Newsletter
Chris Stott’s latest trends, plus Christopher Joye, Garry Weaven, Alex Pollak, Jonathan Rochford, Brett Gillespie, Assyat David and Mark Ellem.

Edition 272 | 21 Sep 2018 | Editorial | Newsletter
Leading insights from Roger Montgomery, Steve Johnson, Marcus Evans, Warren Bird, Erik Weisman, Rudi Filapek-Vandyck and Brett Lewthwaite.

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 266 | 10 Aug 2018 | Editorial | Newsletter
“Alone in the dark with our money”, your financial literacy, tech dominance, housing fears, tax perils, startup warnings, good to bad, lifestages.

Edition 265 | 3 Aug 2018 | Editorial | Newsletter
Do SMSFs underperform? regulation conga line, Nine/Fairfax toads, find great companies, dollar outlook, high divis, SMSF checklist, winner-takes-all.

Edition 264 | 27 Jul 2018 | Editorial | Newsletter
Labor franking targets SMSFs, Douglass says 30% fall possible, Total Super Balance, income risk, asset allocation, SMSFs and mental capacity.

Edition 263 | 20 Jul 2018 | Editorial | Newsletter
Value v growth investors, managing the $1.6m cap, tips on managed accounts, Douglass macro update, sovereign defaults coming, carer inherits estate.

Edition 262 | 13 Jul 2018 | Editorial | Newsletter
Micro investing at Raiz, poor retail FX rates, spouse super, disability insurance, longevity and sequencing risk, living to 1,000, SMSF spruiking.

Edition 261 | 6 Jul 2018 | Editorial | Newsletter
Going global, mid-cap focus, 2017-2018 market results, Cooper on retirement, Ruthven on wealth distribution, rules of global investing, higher rates.

Edition 260 | 29 Jun 2018 | Editorial | Newsletter
World Cup smart chat, CBA demerger, hybrid value, talk to your family, next for ASIC, super rorts, SAA journey, investing checks, podcast on GFC.

Edition 259 | 22 Jun 2018 | Editorial | Newsletter
Income tax, franking outside super, downgrade blame, Montgomery on tech, Marks on indexing, depreciation, blockchain, access yield, China politics.

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 257 | 8 Jun 2018 | Editorial | Newsletter
Chris Bowen responds, Peter Costello super myth, instos and franking refunds, bank outlook, discount LICs, active’s time has come, gold, technology.

Edition 256 | 1 Jun 2018 | Editorial | Newsletter
Productivity Commission scolds super, Whittaker scolds Labor, rich old ladies, multi-sector portfolios, active trading, SMSF max, high yield.

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 253 | 11 May 2018 | Editorial | Newsletter
Budget Special, Smashing Pumpkins, nearing the market peak, EM leads tech, two SMSF tips, factor investing, PropTech explained, LICs and hybrids.

Edition 252 | 8 May 2018 | Editorial | Newsletter
Budget 2018: tax cuts, retirement income, infrastructure spend, move to surplus … direct from the Canberra Lockup.

Edition 251 | 4 May 2018 | Editorial | Newsletter
APRA focus on CBA, a Royal flush on advice, perverse outcomes, manager selection, SPIVA lessons, why dividends matter, currency, earnings, El Camino.

Edition 250 | 27 Apr 2018 | Editorial | Newsletter
‘Regrets, I’ve had a few …’ Special 250th Edition ebook plus Royal Commission coverage.

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 247 | 6 Apr 2018 | Editorial | Newsletter
Grattan on property and politics, Cuffe on application chaos, Joye on hybrid selloff, Stammer on cycles, LIC dividends and franking, earnings value.

Edition 246 | 30 Mar 2018 | Editorial | Newsletter
It’s not just cricket, SMSF ‘pensions’ miss out, losing on logic alone, loss aversion, ETF growth, unwinding warnings, watch lower quality assets.

Edition 245 | 23 Mar 2018 | Editorial | Newsletter
Imputation credit class war, impact on hybrids, women losing super rights, retirees not spending, downsizer checks, rate prospects, luxury goods.

Edition 244 | 16 Mar 2018 | Editorial | Newsletter
Labor’s new franking policy, Royal Commission train wreck, Sir Michael Hintze AM exclusive, shares v bonds, dividend conspiracy, insurance in super.

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.

Edition 242 | 2 Mar 2018 | Editorial | Newsletter
Where financial advice went wrong, shares v bonds, retirement products, real estate wins, finance fire drill, active/passive, discount LICs, Buffett.

Edition 241 | 23 Feb 2018 | Editorial | Newsletter
Where robo went wrong, when to hedge currency, resources rebound, super alternatives, multi-asset funds in retirement, death benefits, glide paths.

Edition 240 | 16 Feb 2018 | Editorial | Newsletter
VIX, XIV and all that jazz, Montgomery and Moore on where to now, Jack Gray on AI, Bitcoin reality, infrastructure, portfolio construction and super

Edition 239 | 9 Feb 2018 | Editorial | Newsletter
Control the urge to sell in panic, CAPE over share markets, SMSF action now but should you have one, home and aged care traps, resource companies.

Edition 238 | 2 Feb 2018 | Editorial | Newsletter
What to expect in 2018, Howard Marks, the future of ETFs and LICs, managing diversification and volatility, the Lucky Country and (yes) Bitcoin.


Summer Series

Edition 237 | 28 Jan 2018 | Editorial | Newsletter
Guest Editor Roger Montgomery, final edition of the Summer Series, with his Top 5 from 2017, plus Larry Fink’s letter to over 1,000 CEOs.

Edition 236 | 24 Jan 2018 | Editorial | Newsletter
Guest Editor Greg Paramor’s Top 5 from the last 5 years, plus Morningstar’s 20 year ‘Gameboard’ and asset class performance for 2017.

Edition 235 | 18 Jan 2018 | Editorial | Newsletter
Guest Editor Gemma Dale’s Top 5 articles from the last 5 years. Plus handy Fast Facts brochure updated for 2018.

Edition 234 | 12 Jan 2018 | Editorial | Newsletter
Guest Editor Noel Whittaker’s Top 5 from 2017, plus his 20 Commandments of Wealth for Retirees.

Edition 233 | 5 Jan 2018 | Editorial | Newsletter
Guest Editor Jeremy Cooper’s Top 5 from the last 5 years, with a special focus on retirement. Plus Ashley Owen’s summary of markets in 2017.


Newsletter archive

2017  |  2016  |  2015  |  2014  |  2013

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