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Edition: 48

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Edition 48

  • 7 February 2014

Growth and market returns, real wage changes and retirement incomes, the F-words explained, LRBAs for SMSFs, margin lending caution and who's who in 'mFunds'. And happy anniversary!

Economic growth and equity return outlook

Surely it's a truism that economic growth, earnings growth and growth in stock prices are directly related. When you look over the last three decades, the real world appears quite different.

The effect of real wage changes on retirement incomes

The impact of real wage growth on your future retirement income depends a lot on your pre-retirement position. Will you be kept in the manner to which you have become accustomed or will some adjustments need to be made?

The F words: an irregular, irritating series of dictionary narratives

Dr. Jack Gray continues his irregular, irritating series of dictionary narratives, with these sagacious insights into the world of financial jargon.

SMSF borrowing for land development is not fertile ground

Using a limited recourse loan to buy property within a SMSF sounds great but the restrictions on such arrangements will work against you when it comes to improving or developing the land.

The decline of margin lending

Investments using margin loans must at least cover the cost of interest and other fees, currently around 8%. Fewer investors are using these products, but how long until we fall in love all over again?

ASX announces mFund Foundation Members - who's in and who's out?

Following up on last week's article on the ASX's managed fund services, the announcement this week of the Foundation Members shows an impressive group of institutional and boutique fund managers.

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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 581 with weekend update

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?

  • 10 October 2024

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

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.

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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