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INVESTMENT STRUCTURE News & Analysis

The most overlooked investment property deductions
Personal Finance
The most overlooked investment property deductions
An investment property tax expert runs through what every investment property owner should know
Shani Jayamanne | 17 March 2025
Unconventional wisdom: Should I sell this high flying share?
Personal Finance
Unconventional wisdom: Should I sell this high flying share?
My dilemma of how to handle a position in my portfolio that has grown too large.
Mark LaMonica, CFA | 14 March 2025
Unconventional wisdom: A simple way to better returns
Personal Finance
Unconventional wisdom: A simple way to better returns
What can the mating rituals of the Bowerbird teach us about investing.
Mark LaMonica, CFA | 26 February 2025
Future Focus: A better way to use financial advisers' favourite investment strategy
Personal Finance
Future Focus: A better way to use financial advisers' favourite investment strategy
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
Shani Jayamanne | 26 February 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
Our finances should enable and not dictate our lives
Personal Finance
Our finances should enable and not dictate our lives
Most people would prefer to have more money than less of it. But at what point do the trappings of wealth and success start to outweigh the benefits...
Mark LaMonica, CFA | 14 January 2025
Morningstar Guide to Portfolio Construction
Personal Finance
Morningstar Guide to Portfolio Construction
A 4-step framework to align you portfolio to your goals
Mark LaMonica, CFA | 12 January 2025
Mark to market: A better investing strategy?
Personal Finance
Mark to market: A better investing strategy?
Mark answers a reader question about a shareholder yield investing strategy. 
Mark LaMonica, CFA | 22 November 2024
Undervalued wide moat ASX share reports
Stocks
Undervalued wide moat ASX share reports
Strong recovery bodes well for the company.
Angus Hewitt, CFA | 25 August 2024
How to define an investment strategy
Personal Finance
How to define an investment strategy
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Mark LaMonica, CFA | 05 May 2024