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Edition: 120

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Edition 120

  • 31 July 2015

Real estate outlook, be aware of bank bias, quotas for independent super fund directors, the dire state of fund manager research, and dealing with buying property for a non-existent SMSF.

The underfunded world of fund manager research

The research on fund managers within the wealth management industry is under resourced, under appreciated, over worked and under paid. It should be considered a source of competitive advantage, not a cost centre.

Is bank bias worth the risk?

The Big 4 banks make up nearly 30% of the ASX, and Australian shares make up a significant proportion of most multi-asset portfolios. Even if you can't resist the bank dividends, you should review your level of exposure.

How VicSuper evolved its retirement income model

VicSuper decided it was unacceptable for its members to face a potential reduction in income and assets below certain levels, and its approach has evolved to help achieve income security in retirement.

Property excitement, a Saturday auction and an SMSF

There are some potential solutions for those who jump the gun with SMSF property investing, but it would be much better to curb your enthusiasm and set up the SMSF well in advance.

Super fund directors and Independents’ Day

The mandating of independent directors for Australian super funds is facing resistance. While it's difficult to define 'independence', global experts on board governance provide support for the government's stance.

Most viewed in recent weeks

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

Welcome to Firstlinks Edition 583

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

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