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Why spending more in early retirement can improve lifetime income Will you run out of money in retirement?The investment that sidesteps the new tax traps Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?

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Edition 187

27 January 2017

It's traditional for the first edition in a new year to make predictions, and it's easy to pontificate about Trump, China, Russia, Brexit and markets. But how much value is that to long-term investors, when most market punditry in 2016 became an embarrassment? Nobody knows the impact of Trump in the top job, and yet stock markets have rallied strongly after this plunge into the unknown.

Howard Marks on expert opinions as a coin toss

Graham Hand
25 January 2017
6

The memo from Howard Marks titled 'Expert Opinion' explains how forecasting is more art than science, and we give too much weight to many expert opinions which are little more than a 50-50 guess.

Second-level thinking on Australian banks

Roger Montgomery
25 January 2017
12

Understanding the difference between first- and second-level thinking can make for more informed investment decisions, finding things others miss or bringing insights others don’t possess.

10 tips for winding up an SMSF

Jo Heighway
25 January 2017
1

Regardless of why an SMSF needs winding up, certain steps must be followed to do it correctly. This list will help SMSFs trustees stay on the right side of the law and allow for a smoother audit process.

ETF industry predictions for 2017

Alex Vynokur
25 January 2017
2

Australia's ETF industry saw significant growth in 2016, and 2017 looks set to continue this trend, driven especially by younger generations who prefer self-directed investment strategies.

A defining year for super requires your input

David Bell
25 January 2017
8

An appeal for interested parties to contribute to the government's discussion paper on post-retirement products, now called 'MyRetirement' solutions, to be offered within the superannuation system.

Looking behind the screens of ESG investing

Nigel Stewart
25 January 2017
2

ESG investing is becoming more of a mainstream consideration for investors. Asset managers are facing the challenge of having to meet clients' non-material requirements as well as their long-term financial goals.

Is the super withdrawal and re-contribution strategy over?

Stephen Lawrence
25 January 2017
8

The advantages of using re-contributions to minimise taxable components within super will dry up after 1 July 2017, but those in a position to make the most of it now, should consider seeking advice and doing so.

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