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Archive

Please click on the relevant year to read all editions from that year.

Editions

45

Christmas greetings and final edition for 2013, SMSFs as wholesale investors, sustainability and profits, super splitting and Australian gas.

  • 20 December 2013

44

Too much choice, a beginner's guide to QE, Adele Horin on retirement, SMSF borrowing strategies, member engagement, bank hybrids and income funds.

  • 13 December 2013

43

More Caveat Emptor, Chris Cuffe on the state of our industry, know your manager, performance fees, great returns in 2013 and Quality Investing.

  • 6 December 2013

42

Financial literacy test, fixed income investing, qualitative easing policies, your digital life, and Q&A on annuities.

  • 29 November 2013

41

Better post-retirement planning, the QE party, Australia with the PIIGS, innovate or stagnate, Happy Birthday $A float, and when super started.

  • 22 November 2013

40

Phil Ruthven, Jack Gray, Lyndsay Maxsted, Kerr Neilson and great lessons from conferences in Boston, Macau and Sydney.

  • 15 November 2013

39

Are we in bubble trouble? Top 10 small cap tips. Emerging markets. Real client experiences. Index v active readers' responses.

  • 8 November 2013

38

Index versus active, ASIC disclosure on hedge funds, your estate and your super, the case for death duties, and satisfaction with super.

  • 1 November 2013

37

Dark pools, the best in post-retirement, analysing general insurers, the mining boom, RBA on FX, super and SMSFs, and super satisfaction.

  • 25 October 2013

36

Insider views on previous collapse, "I don't know" can be best, more from an age pension, and behavioural effect on annuities.

  • 18 October 2013

35

Draw a pension while you're working, valuing residential property and how our super could meet the global standard.

  • 11 October 2013

34

Property costs higher than you think, US has previously defaulted, lifetime annuities, a look at China and Deloitte on superannuation.

  • 4 October 2013

33

Worries about US Government shut-down, learn from Buffett, watched for stretched valuations, managed funds still rule SMSFs and the view from London.

  • 27 September 2013

32

Hold the champagne that's not a recovery, more on Ben Graham, benefits of lifetime annuities, life insurance costs to rise and smart beta.

  • 20 September 2013

31

Ben Graham's three enduring principles, managing credit risk, rising oil prices and shares, and how the Senate voting worked ...

  • 13 September 2013

30

Invest like Buffett and retire? bond credit risk, not all lifecycle funds are the same, more Buffett from Bill Gates, and a super fix needed.

  • 6 September 2013

29

Roger Montgomery on balance sheet write-offs, ATO targets SMSFs, and finding a skilled manager.

  • 30 August 2013

28

ASIC's Peter Kell on FOFA and the 'five red flags', where to now for term deposit investors, and more ...

  • 23 August 2013

27

Unconventional ideas from five heavy-hitters: Montgomery, Stammer, Vamos, Owen and Colley.

  • 16 August 2013

26

Testing Warren Buffett's theory, tax-effective bequests, commercial property, irritating definitions, IBISWorld on super, once in a lifetime returns.

  • 9 August 2013

25

Greg Perry on insider trading, a new dimension on smart beta, changing fortunes of LICs, consumer sentiment and investing, and financial education.

  • 2 August 2013

24

Roger Montgomery on valuing companies, emotions in investing, underperforming fund managers, default funds needed and a bond guy's view of equities.

  • 26 July 2013

23

Thanks for completing our Survey. Where to for gold? leadership v consensus, technology and advice, lessons from bank default history and Sir Richard.

  • 19 July 2013

22

SMSFs must be 'industrial strength', economic growth and stock markets, super through different eyes.

  • 5 July 2013

21

Chris's opinion on risk, the paradox of living longer but working less, individualised super fund reporting, and managing for real returns.

  • 28 June 2013

20

Risks in term deposits | Australia's relies less on exports than we think | What retirees want | A good life balance.

  • 21 June 2013

19

End of year tax planning | Taking the Oath | Behavioural investing | Inflation kills returns | Global fund flow trends.

  • 14 June 2013

18

Unique ideas to challenge your thinking on retirement spending, your 'sphere of risk', a fat-tail world, the tax you pay and bonds v equities.

  • 7 June 2013

17

Interview with Keith Ambachtsheer, Michael Porter's Shared Value, get your tax treatment right, the importance of real returns, and investment rules.

  • 31 May 2013

16

Exclusive interview with Burton Malkiel, Phil Ruthven on retiring, and how I manage money.

  • 24 May 2013

15

Leadership lessons from Sir Alex Ferguson, exclusive with Nobel Laureate Harry Markowitz and Don Stammer on balanced budgets.

  • 17 May 2013

14

Exclusive: Nobel Laureate Harry Markowitz, APRA stings public super funds and SMAs, Value of accounting businesses, Peer reviews.

  • 10 May 2013

13

More superannuation reforms needed, Benefit of delaying retirement by one year, Gold since 1860, Social Benefit Bonds, Capital allocation.

  • 3 May 2013

12

The most important thing: what's your investment horizon? Focus on compounding, every investor is unique.

  • 26 April 2013

11

Weekly Newsletter, SMSFs and property warnings, Lifecycle funds, Retirement ages, Realistic investment strategies,

  • 19 April 2013

10

Should we worry about government debt? Where UNPRI is heading, opportunities in Listed Investment Companies, real estate auction results and complexity behind last week's pension changes.

  • 12 April 2013

9

Changes announced today, fixing this super debate, addressing the misinformation, bringing banks and large super funds closer, easier access to alternatives, and what is a 'hedge fund' and why does it matter?

  • 5 April 2013

8

Mark Twain and rhyming markets, 32 years of performance data, so you think you're rational? and small v large caps.

  • 29 March 2013

7

Shareholder activism, setting a financial plan, putting the 'self' into Self-Managed Super Fund, understanding residential aged care and mortality risk.

  • 22 March 2013

6

Bond funds versus term deposits, transition to retirement pensions, Dr Jack Gray with some practical business principles, the benefits of being a small investor, and gold.

  • 15 March 2013

5

A focus on important risks that are often overlooked, such as gearing, sequencing, diversified income and career-related. Plus the major disruptions and opportunities in wealth management.

  • 8 March 2013

4

Jeremy Cooper updates his views on super and retirement, plus Don Stammer on super losing its lustre, worries in demographic trends, portfolio diversification, watch for 'skill or systemic' in outperformance, and new video.

  • 1 March 2013

3

Paul Keating on company tax and imputation, a critique of APRA's Standard Risk Measure, do we really need super?, self managed super's best kept secret, insurance essentials and calculating performance.

  • 22 February 2013

2

Paul Keating on SMSFs, what financial advice is worth paying for, speculating versus investing, the government deposit guarantee myth, and superannuation essentials.

  • 15 February 2013

1

Paul Keating on longevity risk, surprising calmness in markets, franking credits and tax, new rules on financial advice, lifecycle theory, and events that will shape 2013.

  • 8 February 2013

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