Best of income investing

Morning Star AU10-02 00:00

With significant changes to Australia’s capital gains tax rules on the horizon, income investing is attracting renewed attention.From 1 July 2027, the 50% CGT discount will be replaced by an inflation...

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While the changes don’t mean investors should abandon growth assets, they do give investors another reason to think carefully about how and where their portfolio generates returns.That makes income an increasingly interesting part of the conversation. In this collection, we explore our latest research and insights on income investing.Four options for an income investor’s next dollar. Four options for investors concerned about the future of Australian dividendsAustralia’s dividend drought and what income investors should do about it. Falling ETF distributions and shrinking dividend yields have raised concerns that the golden age of Australian income investing is ending.Building wealth after the CGT changes. Higher CGT makes building wealth harder but financial independence is still achievable for thoughtful investors.Unconventional wisdom: Why I choose income investing despite its shortcomings. The trade-offs are real – here is a checklist I use to find shares worth holding anyway.12 picks for an income portfolio - Q2 2026 update.Passive income growth continues to exceed my target.4 income investing mistakes.Avoiding these mistakes will increase your chances of success as an income investor. Can you retire on dividends?Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this strategy. WebinarsWatch this on demand webinar series that is designed to help guide you with the knowledge needed to be a succesful income investor and determine what could be the best fit for your portfolio.Find it here.Investing Compass episode: Our favourite income ETFIncome ETFs are often marketed as an easy way to generate passive income, but not all dividend ETFs deliver the same results.In this episode, Mark LaMonica and Shani Jayamanne compare some of Australia’s most popular income ETFs and explore a crucial investing question: should you prioritise higher yield today or income growth over time?We start with a question that is easy to overlook: what are you actually trying to achieve with your income investments? Some investors want the highest possible income today, while others are more focused on growing their income over time and ensuring it keeps pace with inflation. The right strategy can depend on where you are in your investing journey and the role the investment plays in your broader portfolio.We then put four Australian income ETFs under the microscope: RDV, SYI, IHD and VHY. Rather than simply comparing their yields, we look at how their distributions have grown over time and, crucially, how the rules used to construct each ETF influence what ends up in the portfolio. You can find the audio, video and transcript of the podcast here.Get Morningstar’s insights in your inbox","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2672926791","isCrawlerRequest":true}