Medibank FY26: The Good, the Bad and the Ugly for Dividend Investors
Medibank’s FY26 headline profit jumped 27.5% and its fully franked dividend increased 6.7%, but underlying earnings tell a more modest story.
Is Your Investment Income Really Growing? The Simple Inflation Test I Use for an Income Portfolio
A bigger dividend cheque does not always mean your income is really growing. Here is a simple way to test whether your portfolio’s cash flow is keeping pace with inflation, and which income sources can help over the long run.
Private Credit Is Entering Its First Real Test: Eight Checks Income Investors Should Make Now
Private credit can provide attractive monthly income, but the distribution rate does not tell the full story. Here are eight checks Australian income investors can use to assess loan quality, valuations, liquidity, fees and portfolio concentration.
Cash Converters (CCV) Annual Report: 6% Yield, Real Risks
Cash Converters offers a fully franked yield above 6%, but the income case depends on dividend cover, credit quality, acquisitions and the FY2026 result.
BKI FY26 Result: Fully Franked Income, Now Quarterly
BKI’s FY26 result was not spectacular, but it was useful for income investors: fully franked dividends, a 4%+ cash yield, low costs, no debt and quarterly payments from FY27.
GCI June Update: Higher Monthly Income, But Watch The Credit Cycle
GCI’s June update strengthens the monthly income case, but rising borrower dispersion means credit risk still deserves close monitoring.
WHI’s June Quarter: High Franked Income, But Mind The Premium
WHI’s June quarter shows attractive fully franked monthly income, but the premium to NTA means valuation discipline still matters.
FY26 Portfolio Review: Record Income, Real Risks
My FY26 portfolio produced record income, but listed credit fund capital weakness showed why yield still needs risk discipline and better diversification.
Plenti FY26 annual report: strong growth, but no dividend yet
Plenti’s FY26 annual report shows strong cash-profit growth and disciplined credit metrics, but it remains a future dividend candidate rather than an income stock today.
My Income Portfolio Is Up 3% Since April: What Actually Drove the Gain
My portfolio value rose 3% since April as capital gains joined dividends in driving returns, while credit funds remained the main area to watch.