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Edition: 267

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Cuffelinks Newsletter Edition 267

  • 17 August 2018

Your interactive goals, smart HILDA answers, OnePath conflicts, Royal Commission darkness, franking, tax-free SMSFs, healthcare, manager share buying.

Interactive: where will your goals take you?

This excellent Interactive Index Chart shows market performance of various asset classes since 1970, and allows readers to compare the growth of $10,000 invested in these asset classes over historical periods.

HILDA Survey: Cuffelinks readers smart, perhaps too smart

Last week, we asked 'Are Cuffelinks readers smarter than average?'. Turns out the answer is a firm YES, but we also learned how often financial matters can be open to interpretation.

ANZ-IOOF deal mired by conflicts of interest

The Royal Commission heard how the sale of OnePath by ANZ to IOOF is at risk of being stranded in a minefield of internal and external conflicts, and commissions to financial advisers were again in the spotlight.

Commission's darkness shows need for clarity

Amid the Royal Commission words like toxicity, rot, darkness and attrition, the super industry must rebuild trust with accessible, open and candid communication, and stop scoring own goals.

SMSFs hit by loss of tax-free status and franking refunds

The 1 July 2017 changes have caused huge shifts in SMSF assets out of pension mode, and Labor's proposed franking credit refunds policy is a further hit to self-funded retirees.

Cuffelinks articles on Labor’s franking policy

Cuffelinks has published 15 articles related to Labor's proposed franking policy. In this compendium, each article is summarised and linked to, plus a 'sample letter' to his local member from an aggrieved retiree.

Five actions to watch in management share buying

Watching the commitment to buying shares by senior executives and board members can be a powerful pointer to company prospects, but investors need to read the right signs.

Can you cover healthcare costs in retirement?

Increasing longevity poses many challenges, including staying financially secure over a long retirement period. Retirees and governments must stay on top of healthcare costs.

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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