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10 little-known pension traps prove the value of advice Check eligibility for the Commonwealth Seniors Health Card Hamish Douglass on why the movie hasn’t ended yet Start the year right with the 2022 Retiree Checklist At 98-years-old, Charlie Munger still delivers the one-liners

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Edition: 168

1-7 out of 7 results.

Edition 168

12 August 2016

Every time a fund manager trades, there's a group of people receiving payments. While most investors check the management fee, few know how expenses such as custody fees, brokerage, bank charges and other transaction costs are charged. Some funds have 250% turnover a year, and with that comes costs passed on to the investor.

Five ways for investors to find true value

Craig Baker
11 August 2016
1

Comparing investments based on management fees alone ignores the value the manager may bring, and may also overlook hidden costs. Investors should be aware what other charges can be imposed on their savings.

Three risk measures provide a fuller LIC picture

Nathan Umapathy
11 August 2016
4

Instead of just looking at the historical returns of a Listed Investment Company (LIC), investors should also factor in risk measures such as beta, standard deviation and the Sharpe Ratio when assessing a LIC.

Low SMSF returns highlight value of retirement advice

Melanie Dunn
11 August 2016
6

Long periods of low returns are likely to compromise retirement goals that were set some years ago. This places greater importance on retirement advice and not assuming average returns and lifespans.

Income inequality and a crumbling model for capitalism

Justin Braitling
11 August 2016
5

Rising bond and equity markets and increases in profit's share of GDP at the expense of labour have created greater wealth inequity, and the resulting political risks will unsettle markets.

SMSF asset allocation changes unexpected

Graham Hand
11 August 2016
5

A recent analysis of SMSF asset allocation shows a movement away from direct equities as trustees struggle to find value in the large caps, and the continuing popularity of cash despite low rates.

Response to Roger Montgomery on bonds

Warren Bird
11 August 2016
3

A counter-view on why bond yields are so low, and how the market can still use and interpret what bonds are telling us. Plus Roger responds that different opinions make a market, and that's good.

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10 little-known pension traps prove the value of advice

Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.

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Check eligibility for the Commonwealth Seniors Health Card

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Brendan Ryan
12 January 2022

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Graham Hand
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Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

Di Johnson
12 January 2022

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