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Meg on SMSFs: Clearing up confusion on the $3 million super tax Welcome to Firstlinks Edition 566 with weekend update Australian housing is twice as expensive as the US The catalyst for a LICs rebound The iron law of building wealth

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Edition: 175

1-8 out of 8 results.

Edition 175

30 September 2016

‘Shorting’ securities, or selling by borrowing the stock, has a poor reputation, and is often blamed for driving down share prices. Roger Montgomery argues that with many companies facing disruption and overvalued share prices, it’s an important technique and is now so common it should be considered ‘mainstream’.

Make alternatives mainstream and don’t be sold short

Roger Montgomery
29 September 2016
1

Disruption across many industries often makes it easier to pick the losers than the winners. Short-selling can play an important and legitimate role in an investment portfolio, although it continues to attract criticism.

Four ways to avoid super death benefit taxes

Mark Ellem
29 September 2016
35

Superannuation death benefits paid to adult children can incur a heavy tax impost, but there are strategies available to avoid paying more tax than necessary. It's not always possible to know when you'll die.

Investor sentiment can be highly misleading

Don Stammer
29 September 2016

Statistics measuring investor sentiment are often flawed but the market's reaction to such statistics is even more misguided. It's likely that shares will be sold more than justified when rates rise.

Decarbonisation, energy storage and efficiency

Rebecca Sherlock
29 September 2016
1

Renewable energy production is growing due to technology driving significant cost reductions and improvements in energy efficiency. Carbon reduction targets, tax schemes and our social conscience also help.

Is it time for an SMSF rethink on deposits?

Damien Wood
29 September 2016
2

Australian bank liquidity regulations are continuing to tighten, adversely affecting access to cash and the ability of SMSFs to earn the same returns from bank deposits as individuals.

Liquid asset benefits agriculture and the environment

Rich Gilmore
29 September 2016

Impact investing is no passing fad, with an estimated $32 billion to be invested over the next decade in Australia alone. This article looks at just one example of an impact investment, the Balanced Water Fund.

The opportunities in global equities for Australian investors

Graham Hand
28 September 2016

An article written for the Australian Shareholders' Association's October 2016 edition of 'Equity' on SMSF use of global equities and the wide range of opportunities readily available.

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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.

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The life expectancy tables used throughout the financial advice and retirement industry have issues and you need to prepare for the possibility of living a lot longer than you might have thought. Plan accordingly.

Ashley Owen
12 June 2024

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