9 March 2025

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UniSuper’s boss flags a potential correction ahead Retirement is a risky business for most people 16 ASX stocks to buy and hold forever, updated Is Gen X ready for retirement?Reform overdue for family home CGT exemption

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Edition: 107

1-8 out of 8 results.

Edition 107

1 May 2015

Tax aware investment management, how the banking industry is being disrupted, good reasons to insure your children, managing internal fraud risk, the search for 'safe' yield in defensive stocks driving prices and Labor's proposal to tax pension earnings.

Value of tax-aware investment management

Harry Chemay
1 May 2015
7

The investment performance of super funds and other investment managers has historically been measured against pre-tax indices. Once tax is taken into account, the return on investments is quite different.

Disruptive technology in banking

Michael Birch
1 May 2015
3

A seismic shift is happening right under the banks’ noses. Tech companies with leading brands, customer loyalty and sizeable balance sheets are adding banking products and financial services to their broad array of offerings.

Ensure your children are insured

Noel Whittaker
1 May 2015
1

Serious illness is something we think will happen to somebody else and insurance, like making a will, is easy to put off. It’s only when the problems start that we realise it’s too late to do anything about it.

The ‘low versus no’ risk appetite for internal fraud

Tony Prior
1 May 2015

The risk of internal fraud is a commercial reality of doing business, but how does a financial institution manage the optics of a low risk appetite and still communicate the message to employees that it is not ‘open slather’?

Low rates and the equity risk premium

Sam Ferraro
1 May 2015

With investors gravitating towards ‘safer’ equities for yield, the equity risk premium is playing an important role in the variance of earnings multiples between defensive and cyclical sectors of the Australian equity market.

Labor is proposing a complex ‘new tax’

Stuart Forsyth
1 May 2015
5

A response to Labor’s proposal to tax superannuation earnings of more than $75,000 during retirement phase from a former Assistant Deputy Commissioner for the ATO who has seen it all before.

President Obama's comedy routine at the 2015 Correspondents' Dinner

Graham Hand
28 April 2015

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Most viewed in recent weeks

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

James Gruber
19 February 2025

Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

Jon Kalkman
29 January 2025

16 ASX stocks to buy and hold forever, updated

This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now.

James Gruber
5 March 2025

Is Gen X ready for retirement?

With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?

Harry Chemay
26 February 2025

Reform overdue for family home CGT exemption

The capital gains tax main residence exemption is no longer 'fit for purpose', due to its inequities, inefficiency, and complexity. Here are several suggestions for adapting or curtailing the concession.

Glenn Davies, Chris Evans
5 February 2025

So, we are not spending our super balances. So what!

A Grattan Institute report suggests lifetime annuities as a solution to people not spending their super balances. The issue is whether underspending is the real problem or a sign of more fundamental failings in our retirement system.

Ron Bird
12 February 2025

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