Your ETF Distribution Is Not the Whole Tax Story: 5 AMMA Checks Before You File
An ETF distribution can affect cash received, taxable income and the cost base of your units. These five AMMA checks help avoid future CGT surprises.
Monthly Income Is Not Easy Access: 7 Private Credit Checks Before You Invest
Private-credit funds can pay regular income while holding loans that are hard to sell. Here are seven checks for distribution coverage, defaults, valuations, liquidity, concentration and fees.
Soul Patts FY26: The Good, the Bad and the Ugly for Income Investors
Soul Patts has delivered its 28th consecutive year of dividend growth, but the headline 502% profit surge tells only part of the story.
High-Yield ETFs: 7 Checks Before You Trust the Distribution
High-yield ETFs can make income investing simpler, but the headline yield can hide variable distributions, concentration, fees and tax complexity. Here are seven checks I would make before trusting the number.
Your Portfolio Yield Is Not Your Retirement Paycheque: Build an Income Floor Before You Retire
Portfolio yield is useful, but it is not the same as a dependable retirement paycheque. Here is a simple way to build an income floor, map cash flow and stress-test an Australian income portfolio before retirement.
LIC Discounts: Bargain or Warning Sign? A 6-Point Check Before Buying Below NTA
A discount to NTA can look like free value, but it may also be a warning. Here are six checks I would make before adding a discounted LIC to an income portfolio.
Stop Chasing Yield: 7 Checks I Make Before Trusting a Dividend
A high dividend yield is only useful if the business can keep paying it. Here are seven checks I use before trusting the headline number.
Higher for Longer: A 5-Point Stress Test for Your Income Portfolio
Higher rates can improve some income streams while quietly weakening others. Here is a five-point stress test for an Australian income portfolio.
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.