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Edition: 61

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Edition 61

  • 9 May 2014

Sources of post-retirement income, what makes a good gift policy, the effect market confidence has on M&A activity, investment barriers faced by PAFs and choosing the right inflation linked investments.

Post-retirement income: the drums are beating

Less than 15% of Australians will enjoy a 'comfortable' standard of retirement with just their super. The age pension doubles the numbers, but there’s an even larger increase if other savings are included.

Barry et al, this is what a good gift policy looks like

ICAC has opened an important public debate on funding political parties and accepting gifts. As long as the compliance regime and corporate culture are strong, there’s not much scope for abuse in a good policy.

Avoid too much yeast when making dough

In 2013, M&A market confidence returned and we are already seeing an increase in deal activity this year. However, investors should watch closely to ensure that over-confidence doesn't get in the way of value creation.

Private Ancillary Funds suffer same ‘retail’ treatment as SMSFs

One of the benefits of Private Ancillary Funds is the philanthropic family legacy they create, and Social Benefit Bonds appeal to many PAF trustees. Unfortunately, investor definitions create an unnecessary barrier to entry.

What is the outlook for bank hybrid yields?

Demand for bank hybrids paying margins of 3% above the Bank Bill Rate remains strong, although there is little sign that underlying interest rates will increase any time soon.

Choosing the right ingredients for inflation-linked investing

It's a difficult task, looking for good ‘inflation plus’ exposure over a long period such as post-retirement. Research into appropriate asset classes shows low correlations make the problem hard to solve.

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.

Australian stocks will crush housing over the next decade, one year on

Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.

Taxpayers betrayed by Future Fund debacle

The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.

Australia’s shameful super gap

ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.

Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

AFIC on its record discount, passive investing and pricey stocks

A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?

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