Mark won't hold these assets

Investing Compass

We go through a list of the assets that Mark doesn't hold. We get asked constantly about what's in our portfolio, but sometimes we find it even more insightful to explore what is deliberately excluded.

You're able to find the full version of Mark's article here.

How a huge ASX winner upset the odds: Many of the stock market's biggest winners come from companies that manage to dominate an important emerging industry. Australia's Car Group is one such company, yet its ascent was anything but likely. In the latest edition of his Bookworm column, Joseph taps Hamilton Helmer's 7 Powers framework to understand how Car upset the odds.

The introduction of low-cost SMSF administrators means more and more investors are finding the control and freedom that self-managed super funds offer attractive. In her Future Focus weekly column, Shani looks at why an SMSF is not the right option for her now, and what would need to change for her to consider one.

What happens to your super when you pass away sooner than expected? No one contributes to their super thinking about the implications for their children's ultimate battle with the ATO. This week, Sim explores the superannuation inheritance tax that children face upon the death of their parents. She examines three strategies to lighten the load of the inevitable tax bill.

Interested in our investing course? Find it here.

To submit any questions or feedback, please email [e-mail] or leave us a voicemail to feature on the podcast here.

Additional resources from our episodes are available via our website.

Audio Producer and mixer: William Ton.

---

Hosted on Acast. See acast.com/privacy for more information.