News

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.

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.

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.

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.

Investors to prioritise total return over headline yield and consider diversified strategies rather than concentrated ones, as diversification typically supports both higher yield and sustainable growth.

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.

When investors understand a fund’s process, exposures and risks from the outset, expectations stay aligned and surprises become less likely.

Investors increasingly target yield due to economic headwinds and cost-of-living pressure. Strong inflows into private credit and high-yield funds, but concerns over transparency and liquidity are rising.

The collapse of First Guardian is more than a financial failure — it’s a structural one. I’ve offered my two cents on what it revealed about alignment, accountability, and what it really means to put investors first.

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.

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.

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.

As Division 296 reshapes the superannuation landscape, investors must weigh the benefits of franking credits against the risks of portfolio concentration — and consider more efficient, diversified alternatives.

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.

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.

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.

Hamilton12 - March Quarterly Review 2025, hosted by Richard McDougall and Jason Hall, presents key insights into the Australian Shares Income Fund. The review covers fund performance, long-term risk and return metrics. Richard and Jason also offer an outlook on economic trends impacting the market.

Ausbiz: Richard McDougall from Hamilton12 states that the investment landscape in Australia is shifting, particularly for income investors. Interest rates are declining, making term deposits less attractive. He notes that some private credit funds face challenges, with income payouts decreasing and redemptions freezing.

Hamilton12 - December Quarterly Review 2024, hosted by Richard McDougall and Jason Hall, presents key insights into the Australian Shares Income Fund. The review covers fund performance, long-term risk and return metrics. Richard and Jason also offer an outlook on economic trends impacting the market.

Hamilton12's Managing Director, Richard McDougall outlines a cautiously optimistic outlook for 2025 dividends in the ASX 200. Richard sees a mixed dividend outlook, with forecasts varying from slight improvements to modest declines. Franking credits keep dividends appealing for income investors.