3 July 2024

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How much do you need to retire comfortably?Meg on SMSFs: Clearing up confusion on the $3 million super tax The secrets of Australia’s Berkshire Hathaway How long will you live?Australian housing is twice as expensive as the US

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Edition: 165

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Edition 165

22 July 2016

As the dust settles on last financial year, the updated performance numbers of local and global asset managers are surfacing. Less-experienced investors whose portfolios have barely kept pace with inflation can take heart. Many of the most sophisticated professionals are also struggling.

Lessons from recent results of CalPERS, Buffett and super funds

Graham Hand
21 July 2016
9

Major institutional asset managers struggled to meet their long-term return objectives last year, and conditions are not expected to improve. But the market usually throws up opportunities to outperform.

Innovation offers opportunities for investors

Dawn Kanelleas
21 July 2016
1

There are plenty of innovative companies out there, but sustained success needs barriers to entry, strong distribution, marketing and research budget and product differentiation.

Wealth managers need to focus on what clients really want

Antoinette Elias
21 July 2016

Success in wealth management requires meeting client demands for performance, engagement and trust. There are key areas where established businesses are out of step with client expectations.

10 reasons for poor hedge fund performance

Adam Parker
21 July 2016
3

The major hedge fund index has performed poorly in the last few years, and there are reasons why hedge funds might find excess returns elusive for a while longer.

Why Australian investors use offshore funds

Craig Stanford
21 July 2016
3

There are legitimate reasons to use an offshore financial centre, which should not be confused with a tax haven where data is withheld from tax or regulatory authorities in other countries.

SMSF accountants and the unexploded grenade

Gordon Mackenzie
21 July 2016
8

The accounting profession has been sold a pup by the ASIC licensing rules which allow accountants to advise on SMSFs. It's a different business model requiring full financial risk and due diligence analysis.

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How much do you need to retire comfortably?

Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.

Ashley Owen
22 May 2024

Meg on SMSFs: Clearing up confusion on the $3 million super tax

There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.

Meg Heffron
12 June 2024

The secrets of Australia’s Berkshire Hathaway

Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.

James Gruber
5 June 2024

How long will you live?

We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.

Graham Hand
29 May 2024

Australian housing is twice as expensive as the US

A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.

James Gruber
19 June 2024

Welcome to Firstlinks Edition 566 with weekend update

Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.

27 June 2024

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