ATO Scandal, Fairfax Takeover, Trump’s volatility & Jeff Bezos = Genius!

May 19th, 2017 The Money Cafe

Somebody’s had their hands in the till at the ATO or both arms in fact! Jame Kirby and Alan Kohler can’t help but marvel at the level of this scandal as they sit down at The Money Cafe today.

An appreciation of depreciation: budget 2017’s biggest surprise

May 18th, 2017 Talking Finance

In last week’s budget panel Louis Christopher of SQM Research introduced us to a budget curveball that may limit the depreciation claims investors can make on their properties. Louis is back with more details and fields the burning question: Are we headed for a property crash?

Is the budget good or bad for investors, on balance?

May 16th, 2017 FUNDamentals

Not bad, quite bad and mixed. One thing our 5 fund managers do agree on is that the budget isn’t good for investors. Also this week a report from the 2017 Bennelong Investment Forum, China’s growth, Amazon in Australia and house prices.

Budget economics, super housing, bank tax, Comey, Macron & volatility

May 13th, 2017 Weekly Overview

After a week of Budget brekkies Alan Kohler serves up his observations on the nation’s financial plan in his Overview. The plan to allow superannuation to be used for house deposits has captured the spotlight, but there’s been a significant change to negative gearing which has had less focus. Meanwhile, the banks should be okay with the bank tax, but we all know who’s really going to pay. And FBI chief Comey’s departure is an indicator that the US administration is scrambling for control.

SPECIAL: Budget 2017

May 12th, 2017 Research Watch

Rachel Alembakis reviews broker analysts reports in the days following Budget 2017-18.

In this analysis of Treasurer Scott Morrison’s Budget 2017-18, we examine first the macro-economic forecasts and assumptions to the proposals, then look in turn to the biggest announced pieces to the puzzle and possible equity impacts – the banks levy, the lifting of the Medicare cap, housing affordability measures (or lack thereof), infrastructure, insurance and superannuation, and retail.

48 hours after Budget 2017, Banks under pressure & biggest property rort

May 12th, 2017 The Money Cafe

With a small amount of distance from Budget night, The Money Cafe digests Scott Morrison’s balance sheet and his tilt at the banks.

They make one last attempt at predicting the Budget – CGT is out, what’s left for housing affordability? Alan points out that the last time we had a current account surplus, Bob Dylan released Blood On The Tracks – coincidence?

More tax, more spending, but budget isn’t same for everyone

May 11th, 2017 Talking Finance

It’s our inaugural budget breakdown panel. We are two days on from the Federal Budget announcements and we’ve put together a crack team to analyse what the 2017-2018 budget means for Australia.

Annette Beacher, David Plank and Louis Christopher dissect the budget with a focus on housing, infrastructure and its impact on the markets.

Taxing banks? Remember what happened to Kevin Rudd when he taxed the miners

May 10th, 2017 Full Interviews

Matt Felsman of APP Securities suggests Turnbull should watch his back as the question over who’s going to bear the costs of the bank levy is decided.

The Senate friendly and economically responsible budget

May 10th, 2017 Full Interviews Senate chamber. Image source: cefa.org.au

Dr Alex Joiner of Industry Fund Management is concerned with the fiscal projections of the budget, but overall it does everything it needed to do.

Budget 2017, National Australia Bank, and global housing regulations

May 10th, 2017 Research Watch

Budget 2017 is here, and initial conclusions from the analysts is that it didn’t hold too many surprises. The big change will be the 0.6% levy on banks with more than $100 billion in deposits, while analysts flagged the new spending on infrastructure as well. We will bring you more coverage of brokers’ Budget conclusions in Alan’s Overview this Saturday.




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