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INVESTING COMPASS News & Analysis

Can you retire on dividends?
Personal Finance
Can you retire on dividends?
Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this...
Mark LaMonica, CFA | 09 June 2025
This is what top performing superfunds are investing in
Personal Finance
This is what top performing superfunds are investing in
This week’s Investing Compass episode looks at the biggest holdings of top performing super funds and what our analysts think of them.
Shani Jayamanne | 03 June 2025
Warren Buffett steps down - what does this mean for investors?
Personal Finance
Warren Buffett steps down - what does this mean for investors?
This week’s episode of Investing Compass looks at the impacts of Warren Buffett’s retirement.
Shani Jayamanne | 26 May 2025
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