23 September 2026

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Why spending more in early retirement can improve lifetime income Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?Is it time to bail on Australian stocks?How does the 4% rule stack up?

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Edition: 189

1-9 out of 9 results.

Edition 189

10 February 2017

What to believe? Nobel Laureate, Eugene Fama, is often described as 'the Father of Finance' for his work on portfolios, asset pricing and share markets. Yet in a recent research paper looking at 50 years of modern finance, he says most asset pricing models fail, we don't know how to calculate the cost of capital, and betas for individual stocks are "garbage". He describes behavioural economics as "mostly just dredging for anomolies".

The Dow hitting 20,000 and what it hides

Ashley Owen
9 February 2017
6

Investors celebrated when the Dow broke through the 20,000 mark last month, but in real terms, it's a more sobering picture. Australian stocks in particular are struggling to reach their previous heights.

Monica's Q&A on $1.6 million super rules

Monica Rule
9 February 2017
14

Monica answers questions on her article on the $1.6 million cap. As she will be unable to answer more questions directly for a while, consider registering for her upcoming webinar.

The dramatic tale of two hybrids, CBA VII versus VIII

Rosemary Steinfort
9 February 2017
2

Issued just 18 months apart, two of CBA's preference share issues, PERLS VII and PERLS VIII, experienced vastly different market receptions and showed hybrids can also be volatile.

Lessons for roboadvice in Centrelink debacle

Graham Hand
9 February 2017
1

Centrelink is facing a robo-debt backlash after using computers to check ATO records, replacing the usual human interaction. Likewise, roboadvice algorithms need to know more about the circumstances of clients.

A robo response: digital wealth advice will engage at all levels

John OConnell
9 February 2017

A response to Graham Hand's article on lessons for roboadvice, explaining how enhancements to digital wealth management are embracing the adjacent role of human advisers.

Negative gearing doubts and ATO watches home purchasers

Robert Simeon
9 February 2017
9

Housing affordability is a political no-go zone although the longer term survival of negative gearing is doubtful. The ATO is keeping a close watch on agents to check whether property is selling to foreign investors.

The SMSF sector by the numbers

Philip La Greca
9 February 2017

The ATO's annual statistics on superannuation assets shows that SMSFs continue to grow but not as quickly as institutional funds, as the older age demographics of SMSF retirees made less net contributions.

Update on LIC developments

Leisa Bell
9 February 2017

Independent Investment Research's January 2017 review of LICs explains recent rating suspensions, new fund listings on the ASX as well as pricing and performance data.

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Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
2 September 2026

Testamentary trusts have secured the CGT exemption

Treasury’s latest CGT reform draft delivers a win for testamentary trusts and deceased estates, exempting estate-derived gains from the 30% floor. However, questions on death and divorce rollovers remain unresolved.

Rachael Rofe
19 August 2026

Meg on SMSFs: What do we think about reversionary pensions these days?

Reversionary pensions have long been a staple of SMSF estate planning, but are they still the best option? Meg Heffron revisits a once-clear favourite and asks whether changing super rules have shifted the balance.

Meg Heffron
26 August 2026

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

Marcus Padley
9 September 2026

How does the 4% rule stack up?

The 4% rule has long been retirement's gold standard. But after a difficult period for investors, fresh analysis suggests a more conservative approach may significantly improve the chances of making savings last.

Amy C. Arnott
26 August 2026

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Rachael Rofe
16 September 2026

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