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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: 176

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Edition 176

7 October 2016

The other side of the criticisms of banks at this week's parliamentary hearings is that millions of Australians have a vested interest in the banks maintaining their high dividends. Even those without a direct holding have a large proportion of their super in the Big 4. Perhaps it's just as well that proceedings ended in a political draw, while the bank executives left unscathed.

High yields may ignore fundamental weakness

Anton Tagliaferro
7 October 2016
4

Investors chasing high yielding stocks without considering the fundamentals risk falling into the 'income trap', where weak businesses are eventually forced to reduce their dividends.

Focus on LIC dividend sustainability

Peter Rae
7 October 2016
2

There are many LICs with current dividend yields above the average of 4.4%, often fully franked, and there are ways to know whether the dividend is likely to be sustainable. Not all LICs are managed the same way.

Six capital gains tax and depreciation facts for property investors

Bradley Beer
7 October 2016
9

The tax treatment of depreciation and capital gains from the sale of property are important parts of the economic return, so know what happens when a CGT event is triggered.

Why traditional asset allocators get low returns

Jonathan Rochford
6 October 2016
1

Family offices and institutional asset allocators select their fund managers based on different factors, and it influences the quality and outcomes of their decisions.

You want an inquiry? Have one on Australian real estate

Robert Simeon
6 October 2016
10

There are many questions surrounding the state of Australian real estate - affordability, foreign ownership, housing stock, population growth, and more. Perhaps an inquiry into housing is long overdue.

ASIC creates a level playing field on fees

Annika Bradley
6 October 2016
1

An explanation of ASIC's new fee disclosure guidelines that come into effect from February 2017. The changes promise to make comparing funds and fees much easier for investors.

What role should hedge funds play now?

Mark Story
6 October 2016
1

After some poor experiences during the GFC, hedge funds offering uncorrelated returns have greater appeal as traditional markets struggle, but don't pay up for simple market exposure.

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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 catalyst for a LICs rebound

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Andrew Mitchell, Steven Ng
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The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.

James Gruber
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How not to run out of money in retirement

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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