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Edition: 139

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Edition 139

  • 18 December 2015

Summary of asset class performance in 2015 and outlook for 2016, poor market timing hurts returns, the purposes of super, assisting parents financially, challenges faced by robo-advisors and updating your SMSF trust deed.

2015 asset class review and 2016 outlook

The best end-of-year wrap of asset class performance in 2015. Aussie equities was a loser but who were the winners, and what's the outlook for each asset class in 2016?

Underperformance from investing at the wrong time

Investing with previous-year top performing fund managers and acting along with the crowd puts you on the wrong side of a zero-sum game. There may be a 'fear' premium for investing in out-of-favour styles.

Take care when assisting parents financially

Many children have more money than their parents ever had, but when providing financial assistance, consider all possible scenarios and document intentions to avoid pain if relationships deteriorate.

Six challenges for robo-advisers

Robo-advisers will make their impact in wealth management, but that doesn’t guarantee their success. Like any business, there will be major challenges to overcome as they attempt to disrupt financial advice.

Importance of updating your SMSF Trust Deed

Your SMSF Trust Deed is an important document, governing what the trustees are allowed to do. As superannuation laws change, so too must the Trust Deed, or you risk having a non-compliant fund on your hands.

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Australian stocks will crush housing over the next decade, one year on

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What to expect from the Australian property market in 2025

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9 lessons from 2024

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The 20 most popular articles of 2024

Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.

2025: Another bullish year ahead for equities?

2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.

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