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Edition: 175

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Edition 175

  • 30 September 2016

‘Shorting’ securities, or selling by borrowing the stock, has a poor reputation, and is often blamed for driving down share prices. Roger Montgomery argues that with many companies facing disruption and overvalued share prices, it’s an important technique and is now so common it should be considered ‘mainstream’.

Make alternatives mainstream and don’t be sold short

Disruption across many industries often makes it easier to pick the losers than the winners. Short-selling can play an important and legitimate role in an investment portfolio, although it continues to attract criticism.

Four ways to avoid super death benefit taxes

Superannuation death benefits paid to adult children can incur a heavy tax impost, but there are strategies available to avoid paying more tax than necessary. It's not always possible to know when you'll die.

Investor sentiment can be highly misleading

Statistics measuring investor sentiment are often flawed but the market's reaction to such statistics is even more misguided. It's likely that shares will be sold more than justified when rates rise.

Decarbonisation, energy storage and efficiency

Renewable energy production is growing due to technology driving significant cost reductions and improvements in energy efficiency. Carbon reduction targets, tax schemes and our social conscience also help.

Is it time for an SMSF rethink on deposits?

Australian bank liquidity regulations are continuing to tighten, adversely affecting access to cash and the ability of SMSFs to earn the same returns from bank deposits as individuals.

Liquid asset benefits agriculture and the environment

Impact investing is no passing fad, with an estimated $32 billion to be invested over the next decade in Australia alone. This article looks at just one example of an impact investment, the Balanced Water Fund.

The opportunities in global equities for Australian investors

An article written for the Australian Shareholders' Association's October 2016 edition of 'Equity' on SMSF use of global equities and the wide range of opportunities readily available.

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The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

Welcome to Firstlinks Edition 583

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

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