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.
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.
WHI’s June quarter shows attractive fully franked monthly income, but the premium to NTA means valuation discipline still matters.
My FY26 portfolio produced record income, but listed credit fund capital weakness showed why yield still needs risk discipline and better diversification.
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 portfolio value rose 3% since April as capital gains joined dividends in driving returns, while credit funds remained the main area to watch.
Steadfast’s takeover bid is good news for existing holders, but income investors need to consider lost dividends, deal risk and reinvestment risk.
Capital gains tax might sound like a problem for property investors and start-up founders, but dividend income investors should pay attention too. Through a My Income Factory lens, Labor’s proposed CGT changes reinforce the value of recurring cash flow — while also highlighting the importance of tax-aware portfolio planning.
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.
The first months of 2026 have been volatile for markets, but my income portfolio has continued to do what it was designed to do — generate cash flow. In this update, I break down how much income the portfolio produced so far this year and what the results mean for the Income Factory strategy.