28 June 2022

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Too many retirees miss out on this valuable super fund benefit Is it better to rent or own a home under the age pension?Is the fossil fuel narrative simply too convenient?Reece Birtles on selecting stocks for income in retirement Welcome to Firstlinks Election Edition 458

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Home / Author: Ashley Owen

Ashley Owen

A few big companies drive market results

While hot stocks generate media coverage and attention from investors, for the overall health of the market, they are irrelevant. A few big companies drive the Australian market.

Ashley Owen
7 March 2019

The end of six wonderful years for investing

There are enough negative factors in play to suggest great caution with asset allocation in portfolios, as a wonderful run of results for investors came to an end in 2018. Here are four common factors in market collapses.

Ashley Owen
10 January 2019
3

The sorry tale of our big banks

The history of the Big Four banks is littered with bad strategies by overpaid executives, taxpayer-funded rescues and a lack of competition. As the banks clean up the Royal Commission mess, Macquarie has overall done better.

Ashley Owen
23 October 2018
8

Aussie shares: 50 years and we’re finally ahead

It's too easy to look at a long-term chart of rising share prices and be reassured about performance. But adjusted for inflation, many of our largest companies have gone nowhere in half a century.

Ashley Owen
29 August 2018
15

Why dividend yields in Australia are so high

Australian companies have a long and frustrating history of wasting billions of dollars of capital on overseas dreams, and institutional investors should be taking a harder line to protect their capital.

Ashley Owen
2 August 2018
5

Winners and losers in sharemarkets, 2017/18

The Australian market again delivered strong returns in 2017-2018 with big sector differences, but there were large variations in global performance depending on the currency hedging strategy.

Ashley Owen
5 July 2018

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SMSF strategies

30 years on, five charts show SMSF progress

On 1 July 1992, the Superannuation Guarantee created mandatory 3% contributions into super for employees. SMSFs were an after-thought but they are now the second-largest segment. How have they changed?

Graham Hand
22 June 2022
9

Investment strategies

Anton in 2006 v 2022, it's deja vu (all over again)

What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.

Anton Tagliaferro
22 June 2022
17

Taxation

Tips and traps: a final check for your tax return this year

The end of the 2022 financial year is fast approaching and there are choices available to ensure you pay the right amount of tax. Watch for some pandemic-related changes worth understanding.

Mardi Heinrich
22 June 2022

Financial planning

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

Edwin Lung, Kirsten Wymer
22 June 2022
11

Infrastructure

Listed infrastructure: finding a port in a storm of rising prices

Given the current environment it’s easy to wonder if there are any safe ports in the investment storm. Investments in infrastructure assets show their worth in such times.

Trent Koch
22 June 2022
2

Financial planning

Power of attorney: six things you need to know

Whether you are appointing an attorney or have been appointed as an attorney, the full extent of this legal framework should be understood as more people will need to act in this capacity in future.

Anna Hacker
22 June 2022
1

Interest rates

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?

Hugh Dive
22 June 2022
1

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