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Edition: 336

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Fund giant feels heat in ETF fee war

State Street Global Advisors is a pioneer in the Australian ETF market, but aggressive pricing from new rivals has eroded its competitive edge.

Millennials struggle to invest, but property top priority

The investment industry is looking for the best ways to engage with millennials. While younger people want to invest, they are either saving for a home or cannot afford to invest at the moment. 

Four major insights from APRA’s super heatmap

Check your fund on the heatmap. Many super trustees must decide whether to stick with their strategies or accept that APRA will take a tough approach to weeding out underperformers with high fees.

Checking the temperature of the APRA heatmap

The APRA MySuper heatmap uses a consistent methodology, and some funds come out badly. How will members and trustees react, and should APRA have sorted out the problems privately? 

Australian ETFs further widen their appeal

ETFs continue to increase strongly, especially in the fixed income category, with younger people and advisers among the major growth categories. Within a year, assets could hit $75 billion. 

A decade of Aussie shares: who delivered, who dithered?

Following the uncertainty of the GFC, 2010 to 2019 delivered decent Australian share results overall, with wide variations by sector. It's fascinating to see who won and lost over the decade.

Have bonds reached the end of the line?

Some investors are questioning the role of bonds with such low rates, but they remain an important part of a diversified portfolio for several reasons. Don't give up on them yet.

How to sell business real property into an SMSF

From 1 July 2018, new provisions affect SMSF members putting business real property into their SMSF, including making future contributions. But it's not the end of this popular strategy.

The role of retirement villages in retiree housing

The majority of Australians prefer to ‘age in place’, and legislation on retirement villages is complex. They are increasingly popular but understanding the options is not for the faint-hearted.

Welcome to Firstlinks Edition 336

  • 11 December 2019

The irony of the focus on longevity and the retiree fear of money running out is that most people leave more assets to their estate than they held when they entered retirement. If it's possible to look from beyond the grave, it must be frustrating to have worked hard and saved, then lived a frugal retirement, only to see the following generations fritter the money away.

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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