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Deposits

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How to invest in funds for free (almost)

Although investors should not aim only to minimise costs, fees eat into compounded returns over the long term. Markets are competitive and it is possible to invest a diversified portfolio for negligible cost.  

Rising rates are transferring wealth to older people

Young people hold the majority of home loans while older people have the vast majority of deposits. It's not hard to see why rising interest rates are hurting the young and resulting in increased intergenerational tension.

Rising interest rates and the impact on banks

One of the major questions confronting investors is the portfolio weighting towards Australian banks in an environment of rising rates. Do the recent price falls represent value or are too many bad debts coming?

Are bank deposits and gold safe havens?

Continuing our look at 'safe havens', gold and bank deposits are often considered alternatives to 'risky' shares. How have they performed in times of stress, and do they rate as long-term investments at other times?

What does the current yield curve tell us?

A range of factors determine interest rates, and the yield curve reflects expectations of the future. Even if interest rates look low, waiting to invest is attempting to outguess the market.

How bank transfer pricing affects everyone

Whether you borrow or deposit or pay fees, a general understanding of how bank pricing committees determine the rates and charges for their products could provide the negotiating edge you need to get a better deal.

APRA guidelines for Single Customer View

* APRA has announced the final version of the government guarantee on deposits, requiring a Single Customer View from any ADI.

APRA confirms SMSFs as retail but public funds stranded

Anyone responsible for product design and pricing in the superannuation industry needs an understanding of the revised Australian Prudential Standards on bank liquidity. Some creative solutions may be needed.

Most viewed in recent weeks

What to expect from the Australian property market in 2025

The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

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.

Howard Marks warns of market froth

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.

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.

2025: Another bullish year ahead for equities?

2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.

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