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Edition: 29

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Edition 29

  • 31 August 2013

Chris Cuffe on company engagement; write-offs, tangibles and intangibles; ATO surveillance of SMSFs; wagering and financial services; and characteristics of skilled managers.

SMSF property spruikers on borrowed time

SMSFs are being targeted by property marketers, but is a single, illiquid investment a good super strategy, with its associated leverage? ASIC is worried SMSF trustees are not seeing the full picture, so we went looking.

How institutional investors influence listed companies

Don’t judge the extent to which institutional investors influence listed companies by the big public event, the AGM. Private meetings with executives of listed companies are ongoing and lively.

Wipeout – the problem with goodwill

If high levels of intangibles are not written down by the auditors – even after years of generating mediocre returns – the market will often do the writing down for them. Either way, shareholders receive lousy returns.

ATO to increase surveillance of SMSFs

The ATO will step up surveillance of SMSFs in 2013/14, and trustees need to ensure their fund is compliant. There are rules around the acquisition of assets, especially related party transactions.

That’s racing: financial markets and wagering parallels

There are insightful parallels between the bookmaking industry and the financial services sector, and it would help if market analysts and fund researchers assigned odds to their predictions.

Skilled managers do exist

The key to good investing is knowing when the odds are in your favour, and equally important, knowing how to apply that edge. With experience, it should give the confidence to run more concentrated portfolios.

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A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

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Preserving wealth through generations is hard

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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.

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

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