Regular, plain spoken commentary on income, franking, tax and markets, from the people who run the Fund. Most of it you can watch in a few minutes.
10 Jun 2026The post-budget benefits of high-yield strategies and franked dividends
27 May 2026Investor presentation: the Fund explained
21 May 2026iPARM Australia 2026: why after-tax reporting matters
13 May 2026CGT shake-up rewrites the investing playbook
16 Apr 2026March quarterly review 2026
15 Apr 2026The biggest mistakes investors make amid volatility
29 Jan 2026December quarterly review 2025
21 Jan 2026Savvy investors are benefiting from these dividend opportunities
26 Nov 2025Chasing yield? Why total returns matter more than ever
28 Oct 2025September quarterly review 2025
19 Oct 2025Understanding how your fund invests: the best way to avoid surprises
8 Oct 2025Equity income strategies in a yield-hungry market
28 Jul 2025Investor first or manager first?
15 Jul 2025June quarterly review 2025
20 Jun 2025Hold... Hold... Hold!
11 Jun 2025Strategies to offset the super tax burden
9 Jun 2025Imputation credits and Division 296: a frank discussion
6 Jun 2025AFR: How the $3m super tax will change SMSFs forever
14 May 2025New super tax review: the role of franking credits
23 Apr 2025Resilient dividend trends emerge amid trade tariffs
11 Apr 2025March quarterly review 2025
19 Mar 2025The shifting landscape of income investing in Australia
29 Jan 2025Hamilton12 - Quarterly Webinar Review - December 2024
23 Jan 2025A "cautiously optimistic" outlook for 2025 dividends
30 Oct 2024How to choose the best equity fund
16 Oct 2024Hamilton12 - Quarterly Review - September 2024
2 Oct 2024APRA's hybrid review offers alternatives
3 Sep 2024Surprising earnings season surprises
15 Jul 2024Hamilton12 - Quarterly Review - June 2024
12 Jun 2024Unravelling the success of factor investing
23 May 2024Hamilton12 recognised on Livewire Markets list of newly launched funds on investor radars
17 Apr 2024"Simplicity over complexity": Endowment investing strategy
10 Jan 2024McDougall's market predictions for 2024
20 Dec 2023Predicting earnings surprises
29 Nov 2023The three factors to consider when choosing an investment manager
15 Nov 2023The influence of franking credits
1 Nov 2023Why dividend yield matters
23 Oct 2023To pick a fund manager look beyond three year trailing returns
18 Oct 2023S&P's SPIVA Scorecard: 55% of equity general funds underperform benchmark indices
4 Oct 2023Selecting investment managers - identifying skill from luck
20 Sep 2023Systematic investing: decoding the value of analyst price targets
6 Sep 2023Unravel the secret of the third option in investing
24 Aug 2023Unveiling the Convergence of Equity and Bond Yields
23 Aug 2023Understanding the convergence of equity and bond yields
23 Jul 2023Performance of Australian high yield portfolios
12 Jul 2023Aussie stocks: balancing high yields, industry focus and interest rate risks
28 Jun 2023How to thrive by unleashing high yield portfolios
14 Jun 2023Are investment managers performing on skill or luck?
31 May 2023Maximising your investments in high inflation
3 May 2023Why it's a stock pickers market
19 Apr 2023A tactical approach to Australian stock investing
5 Apr 2023SPIVA Australia year-end 2022 results
29 Mar 2023Feature Article - MBA News Australia
27 Mar 2023Hamilton12 appoints Apex Group for new fund launch
21 Mar 2023Proposed super changes raise long-term concerns
7 Mar 2023Exploring the impact of proposed superannuation changes
1 Feb 2022The credits are free and why measurement is important
20 Apr 2021Beyond Market Cap: A custom index approach to Australia
Introduced in 1987 to stop company profits being taxed twice. Depending on an investor's tax rate, they reduce tax payable or are refunded in cash, which is why they matter most at 0 to 30% rates. The ATO explains franking for each investor type.
Beyond active and passive there is a third option: portfolios built on data and rules rather than month-to-month judgement, aiming to outperform while keeping passive discipline.
S&P's long-running scorecard comparing active funds against their benchmarks around the world. A useful reference for where active management has and has not delivered.
