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Edition: 86

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Edition 86

  • 31 October 2014

Super reforms must improve outcomes, investing for the end beneficiary or the intermediaries, measuring risk aversion, S&P benchmarks active managers, and the effects of compounding.

Retirement system begging for reform

Much attention has been drawn recently to the high cost of the Australian superannuation system compared with pension systems overseas, with retirement outcomes often overlooked. What should we be striving for?

Our industry has a problem

A study recently published by Towers Watson claims that many in the investment industry focus on looking after intermediaries at the expense of clients. And we're obsessed by short-termism and chasing alpha.

Tim Hodgson: how a profession became an industry

Following from the article "Our industry has a problem", Cuffelinks interviewed Tim Hodgson, the author of the study into investment industry intermediaries. He doesn't like much of what he sees.

There’s more to risk aversion than most planners realise

Financial risk aversion is usually measured via a questionnaire compiled by an adviser, which provides a one-dimensional numerical measure. But this does not cover all there is to learn about a client's aversion to risk.

Good active managers are hard to identify

The SPIVA Australia Scorecard measures the performance of actively-managed funds compared with the relevant S&P indexes. Results from the most recent Scorecard are not pretty for active managers.

Set yourself to benefit from compounding

If you get onto the compounding bandwagon from a young age, the balance of your superannuation, as well as other savings, come retirement will astound you. It's a shame more people aren't maximising the opportunity.

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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