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INVESTING COMPASS News & Analysis

A deep dive into the proposed new super tax
Personal Finance
A deep dive into the proposed new super tax
This week’s episode of Investing Compass looks at why you need to pay attention to the new Div 296 tax in super.
Shani Jayamanne | 20 May 2025
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
Tips for picking an ETF
Personal Finance
Tips for picking an ETF
This week’s episode of Investing Compass runs through a few factors to consider before you invest in an ETF.
Shani Jayamanne | 07 May 2025
Cage fight: US & Australian retirement systems
Retirement
Cage fight: US & Australian retirement systems
This week’s episode of Investing Compass explores which country has the better retirement system.
Mark LaMonica, CFA | 04 May 2025
Tax implications when investing in overseas shares and ETFs
Personal Finance
Tax implications when investing in overseas shares and ETFs
A significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign...
Shani Jayamanne | 23 April 2025
The tax code is signalling how to build wealth
Personal Finance
The tax code is signalling how to build wealth
Not all income is built equal and it's important to understand the difference sooner rather than later.
Shani Jayamanne | 14 April 2025
Work out the probability of running out of money in retirement
Retirement
Work out the probability of running out of money in retirement
This episode of Investing Compass looks at retirement Monte Carlo simulations.
Shani Jayamanne | 09 April 2025
Buying a home out of reach? Try this framework to find your financial goals instead.
Personal Finance
Buying a home out of reach? Try this framework to find your financial goals instead.
This episode of Investing Compass looks at a framework to help you find your financial goals.
Shani Jayamanne | 03 April 2025
Investing in an ETF listed overseas
ETFs
Investing in an ETF listed overseas
Investors are turning overseas for greater choice but there are some considerations. 
Shani Jayamanne | 24 March 2025
Building a 3 ETF portfolio in 2025
ETFs
Building a 3 ETF portfolio in 2025
This week’s episode of Investing Compass looks at building a 3 ETF portfolio with Morningstar research and data.
Shani Jayamanne | 24 March 2025