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Edition: 225

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Personal feedback on aged care experiences

Alex Denham's article on her father's aged care experiences was the most popular in the newsletter last week, and we reproduce three personal comments which expand on Alex's themes.

Edition 225

  • 3 November 2017

The S&P/ASX300 price index has struggled to breach 6,000 since its 2007 peak, exceeding 5,900 in March 2015 and again this week. It hasn't been below 5,600 since February this year. The range-bound index is dominated by a handful of companies in out-of-favour sectors, and it disguises the big share price winners which are too small to move the index higher.

My four enduring lessons from the 1987 crash

We are not in the heady market conditions of 1987 at the moment, but the biggest problem facing investors will be the urge to panic sell after a major fall, similar to the desire that drives buying at the top.

How state charges can kill investment returns

Want a city car space for $35,000? Property investors face a never-ending stream of costs, and while some are well-known, state government charges often fly under the radar until the bill comes in.

Will millennials change the investment landscape?

Impact investing is moving out of the fringe and into mainstream investing, and the trend is supported by millennials who will soon benefit from a massive wealth transfer.

Limits to a will’s power over an SMSF

Unlike the rest of a person's estate assets, a will has no power over the decisions of trustees of a superannuation fund when it comes to the payment of a death benefit.

Quality ingredients improve both cooking and investing

Home cooking and value investing have much in common. While it takes more time and effort to carefully assemble the right ingredients, the results can pay off over the long run.

Strategy changes for retirement pensions

A lower volatility portfolio may be more aligned to a pension’s investment objectives, and a move from accumulation to pension is the time to review how superannuation is allocated.

Survey results and your views on the outlook

When readers responded to our questions about where the market might be heading over the next 2-3 years, there were more pessimists than optimists.

Most viewed in recent weeks

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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