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Edition: 50

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Edition 50

  • 21 February 2014

Predicting your own life expectancy, planning ahead for age pension reform, changes to aged care rules from 1 July, investing in equities based on reinvestment rates, and more SMSF myths debunked.

How long are you really likely to live?

Longer life expectancy means more of us will be living for several decades after we ‘retire’ or stop paid employment. Earning 3-4% in term deposits from age 60 will not be enough if you're still alive at 90, 100, or 120!

Age pension reform and its consequences for financial plans

It's highly likely that the age pension will experience future reforms. A useful financial plan should model a reduction in pensions, rather than making an assumption that it'll be there when the money runs out.

Face up to aged care changes now or face higher costs

Understanding aged care accommodation and the cost is an absolute minefield. The aged care rules are changing on 1 July 2014, and many people have four months to make plans before they are hit by higher costs.

Equity income investors should focus on reinvestment rates

The biggest factor over the past year in Australian equity markets has been investors focussing on dividend yields. Another, perhaps more important, issue is how much a good company reinvests in itself.

More SMSF myths debunked

Continuing from last week's article on superannuation myths, here's another five myths relating SMSFs. Separating fact from fiction is a good first step towards effective discussion and informed policy.

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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