3 July 2024

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How much do you need to retire comfortably?Meg on SMSFs: Clearing up confusion on the $3 million super tax The secrets of Australia’s Berkshire Hathaway How long will you live?Australian housing is twice as expensive as the US

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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
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

How much do you need to retire comfortably?

Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.

Ashley Owen
22 May 2024

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

The secrets of Australia’s Berkshire Hathaway

Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.

James Gruber
5 June 2024

How long will you live?

We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.

Graham Hand
29 May 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

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

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