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1 November 2024

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Edition: 176

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Edition 176

  • 7 October 2016

The other side of the criticisms of banks at this week's parliamentary hearings is that millions of Australians have a vested interest in the banks maintaining their high dividends. Even those without a direct holding have a large proportion of their super in the Big 4. Perhaps it's just as well that proceedings ended in a political draw, while the bank executives left unscathed.

High yields may ignore fundamental weakness

Investors chasing high yielding stocks without considering the fundamentals risk falling into the 'income trap', where weak businesses are eventually forced to reduce their dividends.

Focus on LIC dividend sustainability

There are many LICs with current dividend yields above the average of 4.4%, often fully franked, and there are ways to know whether the dividend is likely to be sustainable. Not all LICs are managed the same way.

Six capital gains tax and depreciation facts for property investors

The tax treatment of depreciation and capital gains from the sale of property are important parts of the economic return, so know what happens when a CGT event is triggered.

Why traditional asset allocators get low returns

Family offices and institutional asset allocators select their fund managers based on different factors, and it influences the quality and outcomes of their decisions.

You want an inquiry? Have one on Australian real estate

There are many questions surrounding the state of Australian real estate - affordability, foreign ownership, housing stock, population growth, and more. Perhaps an inquiry into housing is long overdue.

ASIC creates a level playing field on fees

An explanation of ASIC's new fee disclosure guidelines that come into effect from February 2017. The changes promise to make comparing funds and fees much easier for investors.

What role should hedge funds play now?

After some poor experiences during the GFC, hedge funds offering uncorrelated returns have greater appeal as traditional markets struggle, but don't pay up for simple market exposure.

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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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