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How to calculate franking credits investments

How to calculate franking credits on your portfolio

by Prashant Mohan | Jul 6th 2020

Fully franked dividends carry tax paid on profits at the company tax rate of 30% and are highly valued by investors - here's how to calculate franking credits.

COVID-19 volatility puts spotlight on tax-loss selling

COVID-19 volatility puts spotlight on tax-loss selling

by David Olsen | Jun 23rd 2020

Tax loss selling is a strategy some investors leverage during the financial year with a view to reduce their capital gains tax liabilities.

Foreign Investment Funds Tax on shares in New Zealand

What is the Foreign Investment Funds (FIF) Tax in New Zealand?

by Andrew Starke | Jun 17th 2020

The FIF regime means you need to know which investments are considered foreign investment funds, how to calculate FIF income and how it impacts your portfolio.

Worst oil shock in history What it means for your wealth

Worst oil shock in history? What it means for your wealth

by Simon Angelo | Apr 27th 2020

I was born just after the 1973 oil shock. A time when the country was running ‘carless days’ to deal with the very opposite problem of today.

How much money do you need to save for retirement

How much money do you need to save for retirement?

by David Olsen | Apr 2nd 2020

To save enough money for a your retirement, it pays to calculate your target nest egg now to help guide how you invest to achieve your retirement income goals.

What is loss aversion

What is loss aversion and how to protect yourself from it

by Prashant Mohan | Mar 24th 2020

In this blog, we look at what loss aversion is, explore examples of how it manifests itself in investing and how you can protect yourself from it.

Are Australian investors investing in Asia?

Are Australian investors investing in Asia

by Doug Morris | Mar 4th 2020

While Australian's tend to be more internationally diversified than the average investor, only 4% of Australian paid users invest directly in Asian markets.

Diary of a small cap growth investor - Feb 2020 update

Diary of a small cap growth investor - Feb 2020 update

by Claude Walker | Feb 21st 2020

The last three months have been pretty kind to me. My portfolio has gained 8.8%, which is slightly better than the ASX 200 ETF that I use as a benchmark.

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Track Livewire's most tipped stocks for 2020

by Prashant Mohan | Feb 7th 2020

We've partnered with Livewire again, to help you track their top picks from fund managers as well as the top picks from Livewire readers for 2020.

What is quantitative-value investing

What is quantitative-value investing?

by Tom Wigley | Jan 30th 2020

As its name implies, quantitative-value investing merges mathematical analysis used by quantitative investors with the principles of value investing.

Investing in ESG funds

Factors to look for when investing in ESG funds

by Arian Neiron | Jan 20th 2020

Essentially, companies with strong ESG profiles typically enjoy enhanced corporate performance and financial returns – so what should you look out for?

3 tips to manage investment risk during retirement

3 tips to manage investment risk during retirement

by David Olsen | Dec 13th 2019

Here are a few ways to help maintain a healthy return whilst limiting the risk of your overall retirement investment portfolio.