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Edition: 230

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Welcome to Cuffelinks Newsletter Edition 230

  • 8 December 2017

The media labels it a Banking Royal Commission, continuing the terminology adopted in calls for an inquiry over the last few years, but the Terms of Reference are much broader. 

Investors should avoid extrapolating recent success

Don't extrapolate success without anticipating new ideas and competition. When consolidation of media power, personal data, or capital is concentrated in a few companies, society repels and rejects.

Inside Investing, Podcast Episode #5

The weekly podcast covers behavioural economist and author Dan Ariely, an optimistic fund manager, a CIO profile, a thriving Aussie company, the Amazon impact and surprising tales from Kim Beazley.

Future Fund: 5 megatrends are changing everything

History does not always repeat, and the future will not be the same as the past. Investors need to watch these five megatrends to minimise the chance that some of their assets may become worthless.

The imposing trajectory of ETFs

ETFs offer competitive pricing and easy access for investors, plus a wide range of market exposures. EY is forecasting wider investment mandates and continuing double-digit ETF growth globally.

IPOs, information asymmetry and house prices

When it comes to company floats or IPOs, sellers know much more about the business than buyers, so before getting caught up in the euphoria of a new listing, consider what it is they know that you don’t.

SMSFs and the control over estate planning

An SMSF’s governing documents, including the trust deed, should specify trustee structure in the event of the death of a member, to ensure that the deceased’s estate plan is realised.

Investors should loiter around the lifeboats

What to do when you think a market correction is overdue? Instead of selling off everything, a viable option is to position yourself for an easier exit, although it's tougher to implement in equities than fixed interest.

It's a super Royal Commission, but what can it achieve?

It's not simply a Banking Royal Commission. There's a lot in there on superannuation and insurance, and most executives in the super industry don't like it. What can we expect with such broad Terms of Reference?

Most viewed in recent weeks

Vale Graham Hand

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.

  • 24 October 2024

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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