Skip to content Skip to sidebar Skip to footer
CGT and Negative Gearing Changes
Are The CGT and Negative Gearing Changes Another Kick In the Teeth For ASX REITs? Or Could (Some) Actually Benefit?
With the uproar about the CGT and Negative Gearing Changes outlined in last week's budget, you'd imagine the goalposts had been moved for good...and that's not inaccurate to say.For years, the debate around negative gearing and the capital gains tax discount has been a no-go zone. But given the Albanese government's large majority and iron-hard…
ASX manganese stocks
Here’s why ASX manganese stocks could be about to break out, and our top 3 picks!
ASX manganese stocks have been far from the best performer on account manganese spending most of the past decade sitting in the background of the battery‑materials conversation. Lithium captured the headlines, nickel dominated the midstream debate, and graphite became the unexpected bottleneck.Yet manganese has quietly become one of the most strategically important inputs in the…
spinoff robotics
Nanoveu (ASX:NVU) is buying Spinoff Robotics, investors are excited, and rightly so!
Nanoveu’s announcement today that it will acquire Spinoff Robotics saw shares rise over 20% this morning. Clearly investors think the acquisition marks a decisive shift in the company’s trajectory...and they're right.For several years, Nanoveu has been known primarily for its semiconductor work through EMASS, its visualisation technologies and its materials science portfolio. The acquisition of…
xero investors
Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!
Xero investors have been pondering their company's FY26 result this morning, a result at an interesting moment for the company. For much of the past year, Xero has been forced to counter a persistent narrative that generative AI will make accounting platforms (including itself) obsolete. Xero has not been in denial about AI, but has…
discretionary trusts
Are Discretionary Trusts Still Worth It for ASX Investors In A World Of Minimum 30% Distribution Taxes?
For decades, discretionary trusts have been one of the most popular investment structures for higher‑income Australians. They offered tax flexibility, asset protection and estate‑planning advantages in a way that direct ownership simply could not match. The ability to stream income to low‑tax family members, apply the 50% CGT discount at the trust level and manage…
Applied Materials
Applied Materials (NDQ:AMAT): The Quiet Backbone of the AI Revolution
We write a lot about semiconductor stocks, but little about Applied Materials and we thought it was time for that to change.After all, Applied Materials is the world's largest supplier of the equipment used to manufacture semiconductors, and one of the most structurally well-positioned companies in the global AI supply chain. Its investment case rests…
nearology
Here’s Why Most ASX Nearology Prospects Fail And 5 Recent Case Studies!
Have you ever heard the term 'nearology play'? This term is alluding to the following recurring rhythm: A company announces a major discovery, the market erupts, and within days every explorer holding ground within a 50‑kilometre radius is suddenly treated as the next potential winner. Investors call it nearology. Geologists tend to roll their eyes.…
Investing In The Big Four Banks
Investing In The Big Four Banks In A Changed CGT Environment: Still Worth It?
The proposed CGT reforms have triggered one of the most consequential shifts in Australia’s investment landscape in decades, especially when it comes to investing in the big four banks. Commonwealth Bank’s (ASX: CBA) near‑9% plunge yesterday, while triggered by a softer‑than‑expected March quarter update was also because of a market suddenly recalibrating the lending outlook.…
Labor's Radical CGT Changes
Labor’s Radical CGT Changes: Here Are 11 Things That Will Change In ASX Investors’ Strategies to Minimise Tax
Labor's proposed CGT changes have triggered a wave of speculation about what investing will look like from 1 July 2027. The headline idea is simple enough: replace the current 50% CGT discount with inflation indexation and introduce a minimum 30% tax on real gains. The implications, however, are anything but simple. If enacted broadly as…
rutile
Fortuna Metals: A Rutile Discovery Story Moving Rapidly Toward Resource Definition
Fortuna Metals is emerging as one of the most interesting natural rutile exploration stories in the market. The company controls the Mkanda and Kampini projects in Malawi, a combined 658km² land position that sits directly south of Sovereign Metals’ Kasiya deposit. Kasiya is the world’s largest undeveloped natural rutile resource and has already demonstrated the…
© 2026 Kicker. All Rights Reserved.

Add Your Heading Text Here