Tax strategy and our stock and ETF research resonated with investors in June.

  1. 3 cheap fully franked stocks

Discounted Aussie shares that offer a tax rebate.

  1. These overvalued stocks are probably in your portfolio

Priced for perfection.

  1. Young & Invested: Why we just downgraded this ETF you might own

A ratings shift that could matter for your portfolio.

  1. Future Focus: The dangerous assumption behind the new CGT changes

Investing is not just a rich person’s sport anymore, and it’s dangerous tax policy to think it is.

  1. How to minimise tax with a will

Estate planning expert shares how to structure for tax efficiently.

Most popular Investing Compass episode of June: How to make your mortgage tax deductible

In the most popular Investing Compass episode of June, Mark and Shani run through how to turn a portion of your mortgage into tax deductible debt through a debt recycling strategy.

You can listen, watch or read the transcript to the episode here.

Editor’s pick: Future Focus: What would happen if your income stopped tomorrow?

Most financial plans focus on growing wealth, but what happens if the engine behind your wealth creation - your income - suddenly disappears?

This Future Focus article explores how to prepare for an unexpected income shock and the simple steps you can take to make your finances more resilient, giving you greater confidence and flexibility no matter what life throws your way.

Invest Your Way

A message from Mark and Shani

Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. It’s now included in your Spotify Premium subscription, and your Audible subscription. You can also find the book to purchase on Amazon and Booktopia.

Purchase from Amazon

Purchase from Booktopia

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