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Edition: 12

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Edition 12

  • 26 April 2013

Look towards your investment horizon, asset owners need to take action, shareholder returns, not your average investor, the delight of compounding and the Rule of 72.

Look towards your investment horizon

Every super fund member fears a downturn, but with an expected working life of 45 years and retirement of 30 years, we need to look beyond the short -term. A look at stock market cycles helps with the long-term view.

Ownership requires taking action

A fundamental tenet of free market capitalism is that owners choose how their assets are used to their best advantage. Does this apply to shareholders? And do super fund members get to exercise such choice?

Not all growth is good

As equity holders we love to see companies reporting profit growth. In fact, we become wary if they don't. Find out how the wrong sort of growth can quickly and permanently destroy wealth.

There’s no such thing as an average investor

Models, statistics, historical data and forecasts can paint a picture of the average investor, but just who is average? Financial planning and investment decisions need to consider the individual.

Let’s talk more about compounding and the Rule of 72

Could this be the greatest mathematical discovery of all time? An appreciation of compounding is essential for understanding investments, and an accumulation index rather than a price index better measures performance.

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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

Welcome to Firstlinks Edition 583 with weekend update

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

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.

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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