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Edition: 196

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Edition 196

  • 31 March 2017

This week's Productivity Commission Draft Report is unlikely to affect the retirement savings of the vast majority of Cuffelinks' readers. It addresses default super for those who do not choose a fund, usually at the start of their working life. With the third stage of the Report not commencing before 1 July 2017, it will be years before changes are implemented.

Insider sales can be a powerful warning

Purchases and sales of shares in their own company by directors and executives can be a powerful sign of the future potential within a company and should be monitored closely.

How super changes impact insurance and estate planning

Super fund members should review their estate plans and insurance arrangements in light of the new transfer balance cap rules.

Defined benefit pensions and the transfer balance cap

Defined benefit pensions once meant sitting back and enjoying the guaranteed income flow for life, but their treatment under the new pension rules is a potential minefield.

SMSF investments do not match objectives

Many SMSF trustees are expecting miracles from their portfolio, setting them up defensively to deal with risk while expecting returns over 10% a year. Something's got to give.

Interest rate duration: how exposed are you?

Investors need to know the interest rate duration of their fixed income portfolios and its impact on the capital value of their portfolios ahead of potential rate rises.

Fairer performance fees for limited-capacity managers

Big super funds are often crowded out from microcap opportunities due to limited capacity, leaving an opportunity for smaller funds and other investors provided the performance fees are fair.

Most viewed in recent weeks

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

  • 4 September 2025

5 charts every retiree must see…

Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Super crosses the retirement Rubicon

Australia's superannuation system faces a 'Rubicon' moment, a turning point where the focus is shifting from accumulation phase to retirement readiness, but unfortunately, many funds are not rising to the challenge.

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