News
The latest updates
27 May 2026
Investor Presentation - Hamilton12 Australian Shares Income Fund
Hamilton12 Co-founder and Managing Director Richard McDougall presents a short Zoom webinar about the Hamilton12 Australian Shares Income Fund. The presentation is general information only, and please read the Information Memorandum before making any investment decision.
13 May 2026
CGT shake-up rewrites investing playbook
Richard McDougall sets out how the federal budget’s shift to inflation‑linked capital gains tax (CGT) indexation may reshape portfolio strategy for Australian investors. McDougall states that headline returns are becoming less useful as a guide, with after‑tax outcomes now more sensitive to how returns are generated – via capital growth, dividends or franking credits.
16 Apr 2026
Hamilton12 - March Quarterly Review 2026
Hamilton12 - March Quarterly Review 2026, hosted by Richard McDougall and Jason Hall, presents key insights into the Australian Shares Income Fund. Jason offers an outlook on economic trends impacting the market and RBA-reported interest rates and RBA economic forecasts.
15 Apr 2026
The biggest mistakes investors are making amid heightened volatility
Richard McDougall from Hamilton12 outlines why volatility, in his view, tends to expose investor mistakes rather than cause lasting market damage. McDougall points to recent swings in Wall Street, where investors who panic-sold early risk missing sharp rebounds as indices move back towards record highs.
29 Jan 2026
Hamilton12 - December Quarterly Review 2025
Hamilton12 - December Quarterly Review 2025, hosted by Richard McDougall and Jason Hall, presents key insights into the Australian Shares Income Fund. Jason offers an outlook on economic trends impacting the market and RBA-reported interest rates and RBA economic forecasts.
21 Jan 2026
Savvy investors are benefiting from these dividend opportunities
Richard McDougall from Hamilton12 suggests 2026 could mark a standout year for special dividends as larger Australian listed companies consider unlocking significant cash and franking credits. McDougall points to strong balance sheets and conservative gearing as supporting factors.
28 Oct 2025
Hamilton12 - September Quarterly Review 2025
Hamilton12 - September Quarterly Review 2025, hosted by Richard McDougall and Jason Hall, presents key insights into the Australian Shares Income Fund. Jason offers an outlook on economic trends impacting the market and RBA-reported interest rates and RBA economic forecasts.
15 July 2025
Hamilton12 - June Quarterly Review 2025
Hamilton12 - June Quarterly Review 2025, hosted by Richard McDougall and Jason Hall, presents key insights into the Australian Shares Income Fund. Jason offers an outlook on economic trends impacting the market notably CBA and RBA-reported interest rates and RBA economic forecasts.
20 June 2025
Hold... Hold... Hold!
In a world chasing momentum, we're holding the line. Commonwealth Bank's (CBA) projected net tax benefit and valuation fell outside our investment criteria. Therefore we don't hold CBA in our portfolio — and that decision just earned us a new investor. Here’s the thinking behind it.
11 June 2025
Strategies to offset super tax burden
Richard McDougall from Hamilton 12 discusses the implications of the Division 296 tax and explains how Small to Medium Businesses (SMBs) and SMSFs could utilise franking credits to offset this tax. Richard highlights the potential risks and benefits of excess franking credits.
6 June 2025
How the $3m super tax will change SMSFs forever
AFR: Hamilton12 Managing Director, Richard McDougall discusses how franked dividends could offer one of the most efficient strategies for managing tax inside large super balances in light of the new ATO rules being introduced under Division 296.
14 May 2025
New super tax review - the role of franking credits
Hamilton12 's MD Richard McDougall shares his insights on the proposed super tax changes for balances over $3 million, expected to tax at 30%. This additional tax impacts super funds in the accumulation phase, especially retirees who previously paid no tax.
23 Apr 2025
Resilient dividend trends emerge amid trade tariffs
Richard McDougall, Managing Director of Hamilton12, explores the impact of rising US-China tariff tensions on Australian dividend stocks. Trade-related shocks are driving earnings pressure, margin compression, and more cautious board decisions. Sectors with limited global exposure are proving more resilient, highlighting the continued value of Australia’s imputation system for income-focused investors.
