Wry & Dry #6-27
Has Melongate hit DEFCON 2? JD Vance confuses a corporate favour with America’s foreign policy. It was Trumpster’s undetectable hairpiece that caused the decoy flight. Croesus Turnbull’s RDS returns, again. And the Monoculture Party has a mono country foreign policy.
The choice between Industry super funds vs an SMSF
Australians choosing between an Self Managed Superannuation Fund and an industry superannuation fund face a trade-off. This discussion is often framed as an Industry super fund vs SMSF comparison, as both options have distinct characteristics. Industry funds are cheaper and require zero effort, but come with pooled, non-optimised tax outcomes, embedded CGT liabilities, opaque franking […]
Reporting season – information-rich CBA, Cleanaway, Integral Diagnostics, Life360, SGH Group
The first week of reporting season brought a strong rally in Australian markets and early signs of a move away from the most expensive stocks. More than 95% of companies are still to report.
This week in Investment Matters, we review results from Block, a US$50 billion US-domiciled, dual-listed company and a valuable alternative to the narrow range of financials on the ASX. Its ecosystem includes Square for merchant payments, software and business banking; Cash App for consumer payments and finance; and Afterpay.