Several funds can own the same shares. See how VHY, AFIC and BKI overlap, why it matters for dividend resilience, and how to check your income portfolio in 30 minutes.
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.
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.
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.
Higher rates can improve some income streams while quietly weakening others. Here is a five-point stress test for an Australian income portfolio.
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’s June update strengthens the monthly income case, but rising borrower dispersion means credit risk still deserves close monitoring.
WHI’s June quarter shows attractive fully franked monthly income, but the premium to NTA means valuation discipline still matters.
The 2026 federal budget could quietly reshape how Australians build wealth. With proposed changes to negative gearing, capital gains tax and trusts, income-producing assets like dividend shares, ETFs and private credit funds may become more attractive than ever for long-term investors.
After a shaky start to the year, my portfolio has started to recover — but the real story is the income. In this Jan-Apr 2026 update, I break down how much my Income Factory portfolio generated in dividends and income, what worked, what lagged, and why cash flow still matters most.