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Edition: 19

1-6 out of 6 results.

Edition 19

  • 14 June 2013

Global trends in managed funds, the Banking and Finance Oath, inflation's impact on retirement, it's time for a tax check and how do you behave as an investor?

Understand yourself before you understand the market

How people behave and react can have a significant impact on their overall success as an investor. It pays to understand your own emotional responses.

Health check for end-of-year tax planning

It's time to conduct a detailed financial review of your tax affairs, focusing on your marginal tax rate, delaying receipts and advancing expenditures. Two weeks from now, it will be too late for another year.

Overview of global fund investment trends

The big global trends in funds management are a move from equities to fixed interest, from active to index, a reduction in fund commissions, and increased dominance of the biggest managers.

Historical real return outcomes based on current default portfolios

The biggest threat to a retirement portfolio is loss of value in real terms. The superannuation industry should focus on real returns and real volatility before inflation strikes again.

The Banking and Finance Oath is a tough ask

The Oath has laudable aims which everyone in the banking and finance industry should support. But the public will take some convincing, and maybe some executives are not believers either.

Most viewed in recent weeks

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. 

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

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.

The catalyst for a LICs rebound

The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.

The iron law of building wealth

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.

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.

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