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Edition: 198

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Edition 198

  • 21 April 2017

Brexit confirmed London is unlike most of the UK, as the capital voted firmly to stay in Europe. After spending a few days here, it’s easy to wonder what the doom of Brexit is all about. As Samuel Johnson said, “Sir, when a man is tired of London, he is tired of life.” The West End shows sell out every night and the multitude of languages on the streets feels like many nations assembling in one place. More important, there is something eerie in the night sky over the city that is more tangible and optimistic: vast numbers of blinking red lights atop a forest of cranes.

Aussie equities vs Sydney housing: who’s the marginal buyer?

If you’re wondering how sustainable the current high prices of Australian equities and Sydney’s housing are, you need to consider the likely demand of the marginal buyer.

Risks to banks at end of construction boom

Australian banks are vulnerable to a collapse in the local housing market due to an overexposure to high-rise developments, interest-only loans and high loan-to-value ratios. The main uncertainty is the timing.

Perfect storm brewing for local retailers

A decline in activity related to household construction, combined with the arrival of foreign retail brands, does not bode well for Australian retailers. And an online behemoth may be an even bigger threat.

Why 'total superannuation balance' is important for SMSFs

In addition to the $1.6 million transfer balance cap, SMSF members should also understand the concept of ‘total superannuation balance’ to stay within the rules and make the most of contribution opportunities.

Catch-up contributions are a tax planning opportunity

Deferring concessional contributions to a year when an individual’s taxable income is higher by making 'catch-up' contributions can create a sizable tax arbitrage between tax paid within the fund and tax paid personally.

Why infrastructure stocks can withstand higher interest rates

There's a common misconception that as a 'bond proxy', infrastructure asset prices will fall as bond prices do when rates rise. But these hard assets have sufficient inflation protection to drive a more robust outcome.

Three drivers of attractive infrastructure opportunities

Chronic under-spending, public expectations for improvement and strained government budgets are placing an onus on public equity markets to help the world meets its rapidly growing infrastructure needs.

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16 ASX stocks to buy and hold forever, updated

This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now. 

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.

2025-26 super thresholds – key changes and implications

The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.  

Is Gen X ready for retirement?

With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?

Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

What Warren Buffett isn’t saying speaks volumes

Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.

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