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Edition: 80

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Edition 80

  • 19 September 2014

Tactical asset management, infrastructure securities, building better retirement systems, how to find and invest in cheap stocks, tax ruling for divorce settlement assets and the influence of tax on financial planning.

Why we can’t resist tactical asset allocation

A combination of confidence in one's own ability to read the market and the excellent rewards for correct predictions encourages many investors to employ tactical asset allocation strategies. Is it worth doing?

Listed versus unlisted infrastructure

When deciding between listed and unlisted infrastructure securities, the focus should be on the cashflows, the risks associated with those cashflows and the entry price to buy the assets.

Building a better retirement world

EY's research report studies the pension and retirement systems of 18 countries to gain insights for better policy reform, decision-making and outcomes for retirees. What can we learn from the global stage?

Cheap stocks: how to find them and how to buy them

It's surprising to learn that only 25% of Australian listed companies are actually profitable. Whether you favour fundamental or technical analysis or both, how do you find and invest in cheap, good quality companies?

ATO ruling affects assets after divorce

A recent ATO ruling on property settlements may increase the cost of divorce for couples that hold assets in private companies, and the consequences must be considered early.

Tax and the financial planning process

A perfect tax system would not affect how people save and invest, but in practice, there are many ways that Australia's tax system influences investor behaviour.

Howard Marks on risk and how To handle It today

World-renowned investor Howard Marks recently gave a confidential presentation on risk to selected institutional clients, and in this exclusive, Oaktree Capital has given permission for Cuffelinks to share the insights with its readers.

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.

Avoiding wealth transfer pitfalls

Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.

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.

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