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Edition: 210

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Edition 210

  • 14 July 2017

Last's week's article on the new super fund aimed at millennials, Spaceship, fittingly attracted much social media buzz and many comments. We invited Spaceship to respond, offering unedited newsletter space, but have not received a reply. Maybe we're too old world to bother with.

It’s good Amazon and Buffett pay no dividends

Australians love dividends and complain when a company cuts its payouts. But neither Amazon not Berkshire Hathaway are ever likely to pay a dividend, and it doesn't bother most of their investors.

4 rules Amazon uses to avoid painful decline

Amazon is changing retailing, and Jeff Bezos has driven his company with paranoid customer focus and 4 rules that avoid going into a death spiral. How many big companies are capable of adopting them?

Asset class returns by financial year, but what’s next? Take our quick survey

How was your asset allocation last year? Take a look at every financial year since 1998 and there's no pattern. Please complete our quick survey on the best and worst for 2017/2018.

Unconstrained growth found in fresh places

The Australian market is dominated by 12 large companies that are low-growth yield plays. Investors need to look in other places for diversification and growth opportunities.

Let's focus on modern slavery in Australia

A Senate Inquiry is examining the need for a Modern Slavery Act, and many Australian companies are reporting on their activities due to their overseas business. It's the next front towards more sustainable investing.

Listed property headlines disguise full story

There is more to listed property than the top eight in the A-REIT Index with many strong performing smaller trusts outside the top 80% of the index, and other A-REITs not even included in the index.

Cybercrime response may slow internet

The growing world of cybercrime and its increasing sophistication is putting the worth of the internet at stake, requiring governments world-wide to give greater priority to cybersecurity.

Third Link Growth Fund announces soft close

After almost a decade and strong outperformance, Chris Cuffe announces that his Australian equities fund will close to new investors at the end of August 2017. Management fees are donated to charities.

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How much do you need to retire comfortably?

Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.

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. 

The secrets of Australia’s Berkshire Hathaway

Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.

How long will you live?

We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.

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.

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

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