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.
Income Investing
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.
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.
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.