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Edition: 194

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Edition 194

  • 17 March 2017

Fund managers are finally catching up on some sleep after a frantic company reporting season, and the results were better than most expected. Crispin Murray sees room for optimism about Corporate Australia, as he takes a tour of the winners and losers.

Reporting season gives reasons for optimism

It was a good reporting season with market EPS expectations increasing 1.6%, the best outcome since 2010, but as ever, some segments of the market are faring much better than others.

Most housing affordability plans are a waste

Noel responds to Chris doubting it is possible to take the heat out of the market with tax changes, but he’s fine if the 50% CGT discount does not kick in for at least five years.

Deductibility of contributions after 1 July is a big deal

The deductibility of personal contributions due from 1 July is a bigger opportunity than most people realise, given many employees were not allowed to salary sacrifice, and some employers abused it.

Portfolio diversification: when a free lunch can cause indigestion

Investing across many different managers may not deliver the expected portfolio diversification if managers invest in the same way. Watch for diversification redundancy.

Australian ETF industry comes of age

In the sixth annual review of the ETF industry, there is an extraordinary reduction in the average age when investors first use ETFs. It’s a sign of the sustainability of rapid growth.

Institutional investment in affordable housing one step closer

Successful affordable housing initiatives in the UK and indications from Australian institutional investors that they would invest in a similar scheme here are encouraging developments.

Most viewed in recent weeks

Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Welcome to Firstlinks Edition 594 with weekend update

It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.

  • 16 January 2025

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