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Edition: 222

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Edition 222

  • 13 October 2017

The current investment markets are challenging most Australian investors. The ASX Australian Investor Study 2017 (Deloitte surveyed 4,000 investors) found 75% of share owners hold only Australian shares (outside institutional super). SMSF trustees allocate less than 10% of assets to international equities, yet global share markets are up strongly over 2017 but Australia is flat.

CEO appointments: internal or external?

The merit of appointing an internal or external CEO depends on the company's circumstances. Internal appointments tend to be more successful, although alignment of interests with shareholders is critical.

Five fundamental investing lessons

At its core, successful investing is simple, but we have a knack of making it look complex. Here are five basic lessons that demonstrate key aspects of investing.

Meeting investor needs with human capital reporting

The measurement and disclosure of human capital within a company will give investors greater confidence about future business prospects and better integrate strategic and human resource functions.

What do investors value in financial advice?

Knowing what investors want should be fundamental to conversations with financial planners and advisers, and it's not mainly about maximising returns. Set the right planning parameters.

Latest LIC and ETF updates

Australian LICs and ETFs are holding about $65 billion listed on the ASX, and although the unlisted managed fund is significantly larger, listed trusts are gaining market share. Our Education Centre has the latest data.

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It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

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 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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Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

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.

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