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Meg on SMSFs: Clearing up confusion on the $3 million super tax Welcome to Firstlinks Edition 566 with weekend update Australian housing is twice as expensive as the US The catalyst for a LICs rebound The iron law of building wealth

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Home / 512

Edition: 512

1-8 out of 8 results.

Welcome to Firstlinks Edition 512 with weekend update

8 June 2023
7

'The Big Short' screenplay adaptation of Michael Lewis's excellent book showed a wider audience how markets and banks make fundamental valuation errors which were identified by a few before a collapse. The market is often wrong, and investors should decide their own comfort level and hold as much in equities as sleep allows.

Invest in equities until you reach your sleeping point

Graham Hand
7 June 2023
17

Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. That's a big range, but equities give the best long-term returns. The right level is the point where you sleep easy.

Franklin Templeton CEO on valuations and advice commissions

James Gruber
7 June 2023
2

Payment of product commissions to financial advisers is banned in Australia, but the global Franklin Templeton CEO says it prevents some people from accessing needed advice. She also speaks about revaluing private assets.

A top quality company shows cheaper is not better

Rudi Filapek-Vandyck
7 June 2023
1

As investors, we all like to snap up a bargain but cheaply-priced stocks tend to provide short-term, temporary pleasures. Meanwhile, a quality gem is the gift that keeps on giving, even if the entry price seems expensive.

The ultimate superannuation EOFY checklist 2023

Liam Shorte
7 June 2023
7

We're close to the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here is a 24-point checklist of the most important issues to address.

The pros and cons of short-term versus long-term investing

Chris Demasi
7 June 2023
1

A key decision that investors face is whether to pursue investments over a short or long-term horizon. Both approaches have benefits and drawbacks and understanding the differences is critical to managing a portfolio.

Where investors should look given mixed economic picture

Casey McLean
7 June 2023
1

Australia's economic backdrop looks favourable compared to other developed markets, but the ASX has been one of the worst performing indices this year. That's opening up opportunities in consumer staples and small cap stocks.

What I know now about retirement income

Kaye Fallick
7 June 2023
20

When it comes to retirement planning, a good financial adviser can be a helpful partner but not until you know your own situation inside out. Here are five tips to help you better manage your retirement savings.

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Most viewed in recent weeks

Meg on SMSFs: Clearing up confusion on the $3 million super tax

There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.

Meg Heffron
12 June 2024

Welcome to Firstlinks Edition 566 with weekend update

Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.

27 June 2024

Australian housing is twice as expensive as the US

A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.

James Gruber
19 June 2024

The catalyst for a LICs rebound

The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.

Andrew Mitchell, Steven Ng
19 June 2024

The iron law of building wealth

The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.

James Gruber
26 June 2024

How not to run out of money in retirement

The life expectancy tables used throughout the financial advice and retirement industry have issues and you need to prepare for the possibility of living a lot longer than you might have thought. Plan accordingly.

Ashley Owen
12 June 2024

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