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Top Stories

PERSONAL-FINANCE

An ASX dividend pick for an uncertain time
An income pick for a higher for longer interest rate environment and elevated
inflation. 
Mark LaMonica, CFA | 26 October 2023



RETIREMENT




BOOMERS AND THEIR CHILDREN UNPREPARED FOR $3.5 TRILLION WEALTH TRANSFER

A new report suggests most Australians want to share their wealth with the next
generation but are unsure of the best ways to do it.
James Gruber | 26 October 2023

PERSONAL-FINANCE




DON’T FOLLOW THE TRADING HERD OVER THE CLIFF

Ignore the short-term noise and stick to your investment plan.
Larry Swedroe | 26 October 2023

RETIREMENT




SMSFS, NEGATIVE EARNINGS AND THE $3M TAX ON SUPER

There’s no good news in the draft legislation for 'Division 296 tax', the new
name for the tax on super over $3 million. These worked examples show the flaw
in taxing unrealised gains. And stop calling it a 30% tax.
Meg Heffron | 25 October 2023

ETFS




CAGE MATCH: TRADITIONAL INDEX FUNDS VS. ETFS

How do they stack up when it comes to costs, trading capabilities, and taxes?
Christine Benz | 25 October 2023

PERSONAL-FINANCE




BUFFETT’S MOST MISUNDERSTOOD QUOTE

My biggest investing mistake is encapsulated in a Buffett quote that many
investors take too literally.
Mark LaMonica, CFA | 23 October 2023

STOCKS




11 ASX STOCKS OFFERING GREAT VALUE RIGHT NOW

These high-quality companies are our top picks for investors wanting to boost
their domestic exposure.
Mark LaMonica, CFA | 23 October 2023

Market


MARKET VALUATION

Australia
1 Year
 * Undervalued
 * Overvalued

0.90 0.95 1.00 1.05 Last P/FV 0.94 1 Jan20231 Apr20231 Jul2023


MARKET MOVERS

ASX All Ordinaries
Actives Gainers Losers
Name
Last price
% Change
Azure Minerals Ltd AZS 3.50 43.24% Pilbara Minerals Ltd PLS 3.86 -0.64% Telstra
Group Ltd TLS 3.81 -1.55% Newcrest Mining Ltd NCM 23.19 -1.95% Brambles Ltd BXB
14.08 -1.54% South32 Ltd S32 3.25 0.00% Megaport Ltd MP1 9.31 -19.11% Qantas
Airways Ltd QAN 4.76 -1.45% Orora Ltd ORA 2.44 -2.01% Evolution Mining Ltd EVN
3.56 -1.66%


COMPARE MARKET INDICES

ASX All Ordinaries

S&P/ASX 200



MARKETS

Equity Commodity Currency
Index
Last price
% Change
All Ordinaries 6,976.10 -1.00% CAC 40 6,915.07 0.31% DAX 40 14,892.18 0.08% Dow
JONES (US) 33,035.93 -0.32% FTSE 100 7,414.34 0.33% HKSE 16,993.16 -0.54% NASDAQ
12,821.22 -2.43% Nikkei 225 30,636.57 -2.03% NZX 50 Index 10,794.75 -0.82% S&P
500 4,186.77 -1.43% S&P/ASX 200 6,786.70 -0.99% SSE Composite Index 2,964.61
-0.32%

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Specialists
Mark Lamonica
When should you sell shares?
Shani Jayamanne
What are share market returns over the long-term?
Graham Hand
Who needs the Caymans? 10 ways to avoid paying tax
Christine Benz
Do as I say (Not as I do)
Annika Bradley
Vanguard vs. AustralianSuper: How they compare
Income investing

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 strategy. 
Mark LaMonica, CFA | 10 September 2023

STOCKS




INVESTING COMPASS: STRUCTURING YOUR PORTFOLIO FOR INCOME

Mark speaks about how he has structured his portfolio for income.
Shani Jayamanne | 01 August 2023

ETFS




BUILDING A DIVIDEND PORTFOLIO WITH ETFS

Chasing yield is very similar to chasing performance. It can lead to poor
outcomes if you don’t do your homework.
Mark LaMonica, CFA | 12 July 2023
Our top ideas

STOCKS




11 ASX STOCKS OFFERING GREAT VALUE RIGHT NOW

These high-quality companies are our top picks for investors wanting to boost
their domestic exposure.
Joshua Peach | 27 August 2023

PERSONAL-FINANCE




10 TOP ASX DIVIDEND SHARES

The ASX 200 is a concentrated index with 10 shares providing around 60% of the
total index income. Our analysts weigh in on their future dividend prospects.
Mark LaMonica, CFA | 13 September 2023

STOCKS




A DIVIDEND ARISTOCRAT LITHIUM MINER THAT’S MORE THAN 40% UNDERVALUED

This narrow-moat US dividend-growth stock looks cheap to us.
Seth Goldstein, CFA | 04 September 2023
Firstlinks

FUNDS




HOW TO INVEST IN FUNDS FOR FREE (ALMOST)

Although investors should not aim only to minimise costs, fees eat into
compounded returns over the long term. Markets are competitive and it is
possible to invest a diversified portfolio for negligible cost.
Graham Hand | 14 September 2023

RETIREMENT




THE WHEN AND WHY OF FOUR MILLION AUSTRALIAN RETIREES

Super reviews aggregate retirees into an impersonal number on a chart, but the
2,700 Australians who retire each week are undergoing a major change in their
lives. Why and when do they retire and then what?
Graham Hand | 07 September 2023

PERSONAL-FINANCE




WHO NEEDS THE CAYMANS? 10 WAYS TO AVOID PAYING TAX

Australians don't need dodgy schemes in Caribbean islands to hide their wealth.
There are plenty of legal ways to avoid paying tax but they will leave personal
income tax carrying a heavy burden for future generations.
Graham Hand | 01 September 2023
Learn to Invest
Investing in shares beginner's guide
Investing in shares for the first time? This step-by-step beginner's guide will
show you the steps you need to take to invest in the share market.
Exchange Traded Funds (ETFs) Investing Guide
An Exchange Traded Fund is an investment fund that is traded on a stock
exchange. This beginners guide will show you the steps to take to invest in
ETFs.
Morningstar Guide to Fund Investing
Pooling funds with other investors allows you to access professional managers,
who can put your money in hard-to-access asset classes, which in turn may also
diversify your risk.

Stocks
 * 11 ASX stocks offering great value right now
 * The 10 best US dividend shares
 * The biggest loss this year in my SMSF portfolio

ETFs
 * Cage match: Traditional index funds vs. ETFs
 * 2 attractive ETFs newly rated by Morningstar
 * A step-by-step process for choosing an ETF

Funds
 * Listed Investment Companies monthly performance: September 2023
 * The fascinating battle between Nick Bolton and Magellan
 * Does Overconfidence Explain Poor Active Performance?

Markets
 * Global Markets Report - 26 October
 * Global Markets Report - 25 October
 * Global Markets Report - 24 October

Personal Finance
 * Don’t follow the trading herd over the cliff
 * An ASX dividend pick for an uncertain time
 * 6 conversations about money to have with your family over the holidays

Retirement
 * Boomers and their children unprepared for $3.5 trillion wealth transfer
 * SMSFs, negative earnings and the $3m tax on super
 * How much does it really cost to run an SMSF?

Market Reports
 * ASX Market Report
   Roundup of ASX market movements
 * Global Market Report
   Roundup of global market movements


Podcasts
LATEST
Listen
Investing Compass



EXPLORE

 * ASX Today
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 * LICs Australia




Information on this site is intended for Australian users only.
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future performance. Some material is copyright and published under licence from
ASX Operations Pty Ltd ACN 004 523 782. The content is current as at date of
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