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55,000 extra social housing homes are being built. But a new study shows that boom still falls short

55,000 extra social housing homes are being built. But a new study shows that boom still falls short

Thanks to an unprecedented lift in public funding in the 2020s, an extra 55,000 new, good quality homes around Australia will be available to people on the lowest incomes by 2030. That’s almost triple the increase of 20,000 homes in the previous decade. Residents in these modern “social” homes will generally pay only 25 per cent of their income in ...
The Ozempic moment for SaaS

The Ozempic moment for SaaS

The Ozempic moment for SaaS (software as a service) refers to a pivotal disruption scenario where a transformative technology threatens to erode or fundamentally reshape an established market leader’s core business model, much like the hype around Ozempic (and other GLP-1 drugs like Wegovy) did to ResMed (ASX:RMD) around 2023. Back in mid-2023, as ...
Meg on SMSFs: Last word on Div 296 for a while

Meg on SMSFs: Last word on Div 296 for a while

I promise this will be my last article for a while on Division 296 tax (the proposed new tax for people with more than $3 million in super). There are other interesting things to talk about when it comes to super. But with so much commentary about the need to ‘do something’ to respond to the new tax, I wanted to throw my thoughts into the mix. A ...
Seismic shifts that could drive private markets

Seismic shifts that could drive private markets

In the midst of the public market run-up of the last three years, private equity has advanced, but not to the extent that investors have previously been accustomed. Off the highs of 2021, slow dealmaking has limited ‘exits’ from portfolios, fostering an attractive opportunity for liquidity-oriented strategies, such as general partner-led ‘continuation’ ...
Corporations are winning the stock market. Here’s a new plan for everyone else

Corporations are winning the stock market. Here’s a new plan for everyone else

Retail investing has undergone a seismic shift in recent years, with individual investors now accounting for a growing share of market activity. R. David McLean, Jeffrey Pontiff, and Christopher Reilly, authors of the study “Taking Sides on Return Predictability,” published in the November 2025 issue of The Journal of Financial Economics, examined how ...
The bull case for Melbourne

The bull case for Melbourne

Last month, Treasury’s Population Statement predicted that Melbourne will overtake Sydney as Australia’s largest city in little more than a decade. That optimistic outlook cuts against today’s prevailing narrative: that Melbourne is the capital of a failing state defined by its strained public finances, COVID hangover and an opposition obsessed with ...

55,000 extra social housing homes are being built. But a new study shows that boom still falls short

55,000 extra social housing homes are being built. But a new study shows that boom still falls short
Thanks to an unprecedented lift in public funding in the 2020s, an extra 55,000 new, good quality homes around Australia will be available to people on the lowest incomes by 2030. That’s almost triple the increase of 20,000 homes in the previous decade. Residents in these modern “social” homes will generally pay only 25 per cent of their income in ...

The Ozempic moment for SaaS

The Ozempic moment for SaaS
The Ozempic moment for SaaS (software as a service) refers to a pivotal disruption scenario where a transformative technology threatens to erode or fundamentally reshape an established market leader’s core business model, much like the hype around Ozempic (and other GLP-1 drugs like Wegovy) did to ResMed (ASX:RMD) around 2023. Back in mid-2023, as ...

Meg on SMSFs: Last word on Div 296 for a while

Meg on SMSFs: Last word on Div 296 for a while
I promise this will be my last article for a while on Division 296 tax (the proposed new tax for people with more than $3 million in super). There are other interesting things to talk about when it comes to super. But with so much commentary about the need to ‘do something’ to respond to the new tax, I wanted to throw my thoughts into the mix. A ...

Seismic shifts that could drive private markets

Seismic shifts that could drive private markets
In the midst of the public market run-up of the last three years, private equity has advanced, but not to the extent that investors have previously been accustomed. Off the highs of 2021, slow dealmaking has limited ‘exits’ from portfolios, fostering an attractive opportunity for liquidity-oriented strategies, such as general partner-led ‘continuation’ ...

Corporations are winning the stock market. Here’s a new plan for everyone else

Corporations are winning the stock market. Here’s a new plan for everyone else
Retail investing has undergone a seismic shift in recent years, with individual investors now accounting for a growing share of market activity. R. David McLean, Jeffrey Pontiff, and Christopher Reilly, authors of the study “Taking Sides on Return Predictability,” published in the November 2025 issue of The Journal of Financial Economics, examined how ...

The bull case for Melbourne

The bull case for Melbourne
Last month, Treasury’s Population Statement predicted that Melbourne will overtake Sydney as Australia’s largest city in little more than a decade. That optimistic outlook cuts against today’s prevailing narrative: that Melbourne is the capital of a failing state defined by its strained public finances, COVID hangover and an opposition obsessed with ...