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Edition: 176

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Edition 176

  • 7 October 2016

The other side of the criticisms of banks at this week's parliamentary hearings is that millions of Australians have a vested interest in the banks maintaining their high dividends. Even those without a direct holding have a large proportion of their super in the Big 4. Perhaps it's just as well that proceedings ended in a political draw, while the bank executives left unscathed.

High yields may ignore fundamental weakness

Investors chasing high yielding stocks without considering the fundamentals risk falling into the 'income trap', where weak businesses are eventually forced to reduce their dividends.

Focus on LIC dividend sustainability

There are many LICs with current dividend yields above the average of 4.4%, often fully franked, and there are ways to know whether the dividend is likely to be sustainable. Not all LICs are managed the same way.

Six capital gains tax and depreciation facts for property investors

The tax treatment of depreciation and capital gains from the sale of property are important parts of the economic return, so know what happens when a CGT event is triggered.

Why traditional asset allocators get low returns

Family offices and institutional asset allocators select their fund managers based on different factors, and it influences the quality and outcomes of their decisions.

You want an inquiry? Have one on Australian real estate

There are many questions surrounding the state of Australian real estate - affordability, foreign ownership, housing stock, population growth, and more. Perhaps an inquiry into housing is long overdue.

ASIC creates a level playing field on fees

An explanation of ASIC's new fee disclosure guidelines that come into effect from February 2017. The changes promise to make comparing funds and fees much easier for investors.

What role should hedge funds play now?

After some poor experiences during the GFC, hedge funds offering uncorrelated returns have greater appeal as traditional markets struggle, but don't pay up for simple market exposure.

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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.

Check eligibility for the Commonwealth Seniors Health Card

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Hamish Douglass on why the movie hasn’t ended yet

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.

Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

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.

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.

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