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Edition: 104

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Edition 104

  • 10 April 2015

Expectations for the next decade for wealth management, why invest in negative yield bonds, insurance bonds in super, holding collectable assets in SMSFs, commercial property and Ten Commandments for astute investors.

Is there an Uber or Amazon of wealth? Part 2

Looking at the decade ahead, who are the likely winners and losers in the wealth management industry as it adapts to technological innovations, with a particular focus on superannuation? (Plus see related video)

Why investors buy bonds at negative yields

Investing into bonds when you know you will lose money sounds crazy, but aside from interest rates, there’s deflation, economic stability, safety and currency issues to consider.

Will insurance bonds become the new superannuation?

Insurance bonds may be a good fit for high income earners looking for a long-term investment option. Although a life insurance product, there are early signs of an SMSF-like structure to increase the appeal and availability.

Collectable and personal use assets in SMSFs

If your SMSF has invested in personal assets like vintage cars or valuable artworks, new restrictions come into effect on 1 July 2016. You may need to find another way to pay for your passion.

Don’t do what everyone else is doing

Successful investors often say that investing contrary to everyone else is key. Unlisted commercial property is not liquid and carries leverage, but good investing is about finding properties where prices are favourable and creating a more valuable asset.

The Ten Commandments of Transformation

If you don’t want to settle for a managed fund’s performance letter once a year or have a mistrust for the long term, then these Ten Commandments are a less conventional approach.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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