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CAPITAL News & Analysis

Why delaying capital gains tax can boost your returns
Personal Finance
Why delaying capital gains tax can boost your returns
In this week’s episode of Investing Compass, we look at ways you can lower the impact of tax on your returns.
Shani Jayamanne | 14 May 2025
Future Focus: New super tax could slash your retirement savings
Personal Finance
Future Focus: New super tax could slash your retirement savings
More Australians will be impacted by Div 296 and unrealised capital gains than you think.
Shani Jayamanne | 12 May 2025
Bookworm: How capital cycle analysis can unearth superior long-term investments
Personal Finance
Bookworm: How capital cycle analysis can unearth superior long-term investments
Why companies that are immune to the ravages of capitalism are so valuable, and two hallmarks that can alert you to their presence.
Joseph Taylor | 04 May 2025
Bookworm: The formula behind massive business growth
Personal Finance
Bookworm: The formula behind massive business growth
Why do some companies grow exponentially in value and others do not? Understanding the difference between two types of moat can help.
Joseph Taylor | 26 February 2025
Transitioning to a ‘grown up’ portfolio
Personal Finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
Shani Jayamanne | 14 February 2025
Hard times continue for former ASX highflyer
Stocks
Hard times continue for former ASX highflyer
We lower our fair value and believe the company is in an uncompetitive position but shares screen as undervalued due to investor pessimism.
Roy Van Keulen | 24 November 2024
A checklist for valuing a share
Personal Finance
A checklist for valuing a share
Blindly basing investment decisions on target prices can lead to poor outcomes. 
Mark Lamonica | 19 November 2024
A capital gains tax discount is legitimate but how much?
Personal Finance
A capital gains tax discount is legitimate but how much?
Like negative gearing, discounted capital gains tax, is criticised for giving investors an edge over first-home buyers. A discount is justified but...
Graham Hand | 07 October 2024
Should investors snap up shares as this ASX listed company keeps tumbling
Stocks
Should investors snap up shares as this ASX listed company keeps tumbling
Morningstar recently initiated coverage of an intellectual property services provider. We believe poor capital allocation and a lack of competitive...
Simonelle Mody | 25 September 2024
How not to allocate capital
Stocks
How not to allocate capital
Poor capital allocation can lead to weaker returns and greater downside risk for shareholders. Here are some behaviours you don't want to see from...
Joseph Taylor | 17 September 2024