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Edition: 216

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Edition 216

  • 26 August 2017

Superannuation dominates the retirement savings plans of the majority of our readers, and over half of you are trustees of your own SMSFs. However, industry and retail funds perform vital roles for the majority of Australians, and this edition compares these three super segments.

1. How are SMSFs and their trustees changing?

The three main issues for SMSFs today are the complexity of super rules, unmet financial advice needs and changes in asset allocations both aggressively and defensively.

2. Drilling down into latest SMSF allocations

A deep dive beneath the headline numbers shows exactly which funds and shares SMSFs invest in, confirming that the average allocation to global shares is higher than many claim.

Listed property report card for August 2017

A quick name-by-name summary from the latest round of A-REIT (listed property) results with most trusts doing well as management teams deliver on their strategies.

The dangers lurking for credit investors

Due to the growing risks to high yield or junk bonds, this is not the time to accept their tight spreads in the search for better returns. Investment grade bonds and dividend yields are likely to be more dependable.

Are the criticisms of retirement villages justified?

Moving to a retirement village is a major event in an elderly person's life. The contract should not be treated casually as the retirement village will impose conditions which the retiree and family should understand.

Where do our wealth and jobs come from?

There's no doubt Australians love property, especially housing, and despite slowing economic growth and a lack of political leadership, the business sector continues to create Australian wealth and jobs.

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The nuts and bolts of family trusts

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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.

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Preserving wealth through generations is hard

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A big win for bank customers against scammers

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