Our best income investing resources
More investors are turning to income strategies after recent tax changes.
With significant changes to Australia’s capital gains tax rules on the horizon, income investing is attracting renewed attention.
From 1 July 2027, the 50% CGT discount will be replaced by an inflation-based discount, alongside a minimum 30% tax rate on capital gains. While the changes don’t mean investors should abandon growth assets, they do give investors another reason to think carefully about how and where their portfolio generates returns.
That makes income an increasingly interesting part of the conversation. In this collection, we explore our latest research and insights on income investing.
Four options for an income investor’s next dollar. Four options for investors concerned about the future of Australian dividends
Australia’s dividend drought and what income investors should do about it. Falling ETF distributions and shrinking dividend yields have raised concerns that the golden age of Australian income investing is ending.
Building wealth after the CGT changes. Higher CGT makes building wealth harder but financial independence is still achievable for thoughtful investors.
12 picks for an income portfolio - Q2 2026 update.Passive income growth continues to exceed my target.
4 income investing mistakes.Avoiding these mistakes will increase your chances of success as an income investor.
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 strategy.
Investing Compass episode: Our favourite income ETF
With new tax changes getting investors interested in income investments and ETFs for tax efficiency, we combine both and talk about income ETFs. You can find the audio, video and transcript of the podcast here.