30 June 2022

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Is it better to rent or own a home under the age pension?Too many retirees miss out on this valuable super fund benefit 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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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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Most viewed in recent weeks

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

Too many retirees miss out on this valuable super fund benefit

With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?

Jeremy Cooper
1 June 2022

Is the fossil fuel narrative simply too convenient?

A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.

Graham Hand
1 June 2022

Reece Birtles on selecting stocks for income in retirement

Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.

Graham Hand
1 June 2022

Welcome to Firstlinks Election Edition 458

At around 10.30pm on Saturday night, Scott Morrison called Anthony Albanese to concede defeat in the 2022 election. As voting continued the next day, it became likely that Labor would reach the magic number of 76 seats to form a majority government.

19 May 2022

Comparing generations and the nine dimensions of our well-being

Using the nine dimensions of well-being used by the OECD, and dividing Australians into Baby Boomers, Generation Xers or Millennials, it is surprisingly easy to identify the winners and losers for most dimensions.

Peter Abelson
25 May 2022

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