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Edition: 111

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Edition 111

  • 29 May 2015

Explaining hedge funds and robo-advice, Rip Van Winkle as an index investor, end of financial year checklist for SMSFs, retirement income reform, and longevity versus retirement age.

The long and short of hedge funds, Part 1

Investing in hedge funds is one of the more polarising topics in the investment world, with strongly-held views at each end of the spectrum. Part 1 of this two-part series looks at the advantages of these 'alternatives'.

What is robo-advice?

The term robo-advice has quickly evolved to cover a broad range of automated advice and investment solutions. But the underlying principle is the use of a formula or set of rules to assist with managing wealth.

There's nothing sleepy about Rip Van Winkle indexing

Index and asset allocation specialists, Research Affiliates, have tested a theory they call the ‘Rip van Winkle’ approach. It uses a cap-weighted index portfolio drawing the data from 20 years earlier to prove a point.

The need for retirement income reform

It is hard to make and sustain good policy if there is confusion about its objectives. And in the case of the retirement income system, there is an unfortunate lack of clearly articulated goals and objectives.

Longevity awareness and the three pillars

Despite rapid increases in life expectancy at the time of receipt, eligibility for the age pension has remained at 65 for 100 years. It creates a sense of entitlement and discourages people saving for retirement.

Top 10 hints for SMSF trustees before 30 June

As 30th of June approaches, there are many things SMSF trustees should consider to make the most of their superannuation. Better not to leave these items until the last minute.

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The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Lithium's rally is real this time – but no-one trusts it

The lithium rally mirrors the early-2010s tech stock surge, with demand set to double by 2030. Supply has been slow to respond, creating a market deficit for future tech like humanoid robotics and solid-state batteries.

Welcome to Firstlinks Edition 662 with weekend update

The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

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