26 February 2025

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UniSuper’s boss flags a potential correction ahead Retirement is a risky business for most people The challenges with building a dividend portfolio How much do you need to retire?Welcome to Firstlinks Edition 594 with weekend update

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Home / White Papers 2015

Edition: White Papers 2015

1-12 out of 25 results.

Beware of quantitative tightening

Magellan Asset Management
28 January 2016

Magellan’s CEO, CIO and Lead Portfolio Manager Hamish Douglass discusses central bank activity, the potential mispricing of bonds, the recent equity market sell-off, the weakness in the global economy and where he’s finding investment opportunities and uncertainty.

Being an Investor

16 December 2015

Magellan’s view is that any true investor should aim to generate a satisfactory return on capital over time while minimising the risk of a permanent capital loss.

Investment bonds – tax effective alternatives to superannuation

10 December 2015

Superannuation is a proven tax-effective vehicle for long-term retirement savings. Currently both contributions and investment earnings (in accumulation phase) are concessionally taxed at a rate of 15% for people with taxable incomes less than $180,000 (or 30% for those over $180,000).

CRIR: Spinning the wheel in retirement

19 November 2015

Equity investing in retirement is like spinning a chocolate wheel. There are plenty of winners, but also losers. Even a 20-year period does not ensure that taking equity risk will be adequately rewarded and this is important for retirees to understand.

Investment Bonds and annuities in aged care

12 November 2015

Investment Bonds offer an alternative option for aged care planning by structuring finances in a way that reduces assessable income and/or assets to help reduce ongoing care fees.

Fixing your approach to Fixed Interest

5 November 2015

With bond markets near their highs, is it a brave investor who takes on the fixed interest sector? Australian economic growth will remain patchy for some time to come, which is likely to be supportive for bonds.

Hybrids – Delve deeper into the asset class

29 October 2015

Hybrids continue to be actively issued by financial institutions and keenly sought by investors, but it’s important to know the structure as every transaction has some unique feature.

Private equity real estate – adapting to the cycle and the future

Charter Hall
15 October 2015

This is not a traditional White Paper but ‘hot off the press’ is a copy of today’s presentation to the PIR Conference 2015. It contains many useful diagrams with commentary on unlisted real estate.

SMSF – A guide to fixed income investing in a volatile environment

AMP Capital
8 October 2015

As the global search for yield continues, corporate bonds can play an important role in an investor’s portfolio. They can provide capital stability and a steady stream of income.

The Yield Report 2015

First Sentier Investors
1 October 2015

Colonial First State Global Asset Management’s yield report explores the potential implications of interest rate increases for seven asset classes across its portfolio of investment capabilities.

Value and Growth Investing in Perspective

Orbis Investments
30 September 2015

If value investing works so well over the long term, why has the performance of value shares been so dismal over the past five years? We look at the historical relationship between and value and growth shares.

SMSF retirement insights – bridging the prosperity gap

17 September 2015

SMSF retirement insights – bridging the prosperity gap, August 2015 Accurium’s paper reports on the changing state of SMSFs during 2014. It shows that SMSF trustees are prepared to work longer to achieve financial security and while they’re statistically ‘comfortable’ in retirement, they have further to go to achieve the prosperous lifestyle they desire.

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Most viewed in recent weeks

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

James Gruber
19 February 2025

Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

Jon Kalkman
29 January 2025

The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

James Gruber
22 January 2025

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Brendan Coates, Joey Moloney
22 January 2025

Welcome to Firstlinks Edition 594 with weekend update

It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.

16 January 2025

Reform overdue for family home CGT exemption

The capital gains tax main residence exemption is no longer 'fit for purpose', due to its inequities, inefficiency, and complexity. Here are several suggestions for adapting or curtailing the concession.

Glenn Davies, Chris Evans
5 February 2025

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