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STRATEGY News & Analysis

Can embracing discomfort help you pursue an investing edge?
Personal Finance
Can embracing discomfort help you pursue an investing edge?
Not all sources of investment edge are accessible to everyday investors. This one might be, but it takes courage.
Joseph Taylor | 13 March 2025
Future Focus: Why I won't commit to an SMSF
Personal Finance
Future Focus: Why I won't commit to an SMSF
SMSFs require a lot of commitment. I'm not quite there.
Shani Jayamanne | 26 February 2025
Future Focus: Why I don't hold cash
Personal Finance
Future Focus: Why I don't hold cash
I go through the reasons I choose not to hold cash.
Shani Jayamanne | 26 February 2025
Future Focus: Why I use managed funds
Funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
Shani Jayamanne | 26 February 2025
Young & Invested: Why I don’t invest in individual stocks
Personal Finance
Young & Invested: Why I don’t invest in individual stocks
Presenting the argument against direct stock picking. 
Simonelle Mody | 26 February 2025
Future Focus: A better way to use financial advisers' favourite investment strategy
Personal Finance
Future Focus: A better way to use financial advisers' favourite investment strategy
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
Shani Jayamanne | 26 February 2025
Future Focus: Buying a home out of reach? Try these financial goals instead.
Personal Finance
Future Focus: Buying a home out of reach? Try these financial goals instead.
A framework to understand what you want from life and therefore your finances.
Shani Jayamanne | 26 February 2025
Meg on SMSFs: Winding up market linked pensions with care
Retirement
Meg on SMSFs: Winding up market linked pensions with care
Due to recently-introduced rules, many people with old style pensions, also known as legacy pensions, will look to wind them up this year. The...
Meg Heffron | 19 February 2025
Transitioning to a ‘grown up’ portfolio
Personal Finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
Shani Jayamanne | 14 February 2025
Tax tips for expats and migrants
Personal Finance
Tax tips for expats and migrants
A global personal tax specialist shares tips for minimising your tax burden for investors with cross border assets. 
Shani Jayamanne | 29 January 2025