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.
Dividend Stocks
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.
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.
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.
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.
SDF Takeover Bid: What It Means for Income Investors
Steadfast’s takeover bid is good news for existing holders, but income investors need to consider lost dividends, deal risk and reinvestment risk.
AUB vs Steadfast: Are ASX Insurance Brokers Good Dividend Stocks?
A practical income-investor comparison of AUB Group and Steadfast Group, with a focus on sustainable yield, fully franked dividends, growth and key risks.
The Federal Budget May Accidentally Create More Income Investors
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.
My Portfolio Income in 2026 So Far: The Market Fell, But the Income Machine Kept Working
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.
The Bridgewater Warning: What “Market Tension” Means for My Income Factory
Bridgewater Associates — the world’s largest hedge fund — says today’s market calm hides powerful undercurrents. Inflation, fiscal expansion, and AI-driven capital cycles are pulling global markets in opposite directions. In “The Bridgewater Warning: Market Tension and the Income Factory,” I unpack what this means for dividend and credit investors — and how to keep your portfolio balanced, cash-flowing, and resilient when equilibrium breaks.