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Edition: 196

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Edition 196

  • 31 March 2017

This week's Productivity Commission Draft Report is unlikely to affect the retirement savings of the vast majority of Cuffelinks' readers. It addresses default super for those who do not choose a fund, usually at the start of their working life. With the third stage of the Report not commencing before 1 July 2017, it will be years before changes are implemented.

Insider sales can be a powerful warning

Purchases and sales of shares in their own company by directors and executives can be a powerful sign of the future potential within a company and should be monitored closely.

How super changes impact insurance and estate planning

Super fund members should review their estate plans and insurance arrangements in light of the new transfer balance cap rules.

Defined benefit pensions and the transfer balance cap

Defined benefit pensions once meant sitting back and enjoying the guaranteed income flow for life, but their treatment under the new pension rules is a potential minefield.

SMSF investments do not match objectives

Many SMSF trustees are expecting miracles from their portfolio, setting them up defensively to deal with risk while expecting returns over 10% a year. Something's got to give.

Interest rate duration: how exposed are you?

Investors need to know the interest rate duration of their fixed income portfolios and its impact on the capital value of their portfolios ahead of potential rate rises.

Fairer performance fees for limited-capacity managers

Big super funds are often crowded out from microcap opportunities due to limited capacity, leaving an opportunity for smaller funds and other investors provided the performance fees are fair.

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The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

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