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22 December 2024

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Edition: 154

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Edition 154

  • 6 May 2016

Well, that was quite a surprise! The superannuation reforms in the Budget are more radical than anyone expected. There are two ways to look at the changes: they are making the system more sustainable, and/or they are back-pedaling after encouraging people to build their superannuation balances since 2007. For those who are disappointed by the new limits, ask yourself this question: what would I have done differently versus putting money into super in the last decade if I had known these amendments would be introduced in 2016/2017?

In investing, patience is more than a virtue

Investors in share markets should benefit from letting patience and time do the work for their overall returns. The longer the time periods for rolling returns, the less volatile the market appears.

How do unlisted real estate funds generate high income returns?

Part 2 of this two-part series on unlisted real estate funds, or syndicates, looks at gearing, how returns are generated, and the different types of exit strategies.

Just how risky are hedge funds?

The commonly held belief that ‘hedge funds’ are riskier than ‘equities’ isn't necessarily true, depending on what type of risks you want to avoid. A few failures give the overall sector an undeserved reputation.

How to make in-house investment management work

Large superannuation funds are increasingly adopting in-house management of investments. There are many potential benefits, but the decision needs a framework and careful consideration.

Results from superannuation changes survey

The Reader Survey on potential superannuation changes showed again how passionate and engaged our readers are, attracting around 700 responses. Full details with comments show wide diversity of views.

Targeting of superannuation concessions

There are two massive changes to super in the Budget: a $1.6 billion cap on the amount that can be held in super tax-free, and a $500,000 lifetime cap on non-concessional contributions.

Superannuation and the budget (written pre-budget)

The quality of life for retirees and future tax-payers will rest on achieving a fiscal balance between supporting the aspiration of more self-reliant retirees and the continuation of a strong social safety net.

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

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Avoiding wealth transfer pitfalls

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Taxpayers betrayed by Future Fund debacle

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Australia’s shameful super gap

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Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

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