29 April 2026

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Indexation implications – key changes to 2026/27 super thresholds The refinery problem: A different kind of energy crisis in 2026 3 ways to defuse intergenerational anger The missing 30%: how LIC returns are understated, and why it matters Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

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Edition: 206

1-10 out of 10 results.

Edition 206

16 June 2017

Both Warren Buffett and Howard Marks dislike equating volatility with risk, although this is the most common definition of risk used in asset management. The lack of volatility (prior to last week) in the prices of the big 'FAAMG' stocks (Facebook, Apple, Amazon, Microsoft (or Netflix) and Alphabet, parent of Google) illustrates the problem. These stocks have risen to lofty valuations which have driven 40% of the gains in the broad S&P500 year-to-date.

10 cognitive biases that can lead to investment mistakes (part 1)

Hamish Douglass
15 June 2017
7

Knowing about psychological barriers to good investment performance can help to understand and minimise mistakes. Consider how often a cognitive bias has led to a poor investment.

Bank collapse wakes up hybrids, but is subordinated better?

Justin McCarthy, Ryan Poth
15 June 2017
9

Investors received a wake-up call to the potential risks of hybrid and subordinated securities following the collapse of Banco Popular Espanol, and the price falls in Australian hybrids shows the market took notice.

The value of Adviser's Alpha explained

Robin Bowerman
15 June 2017
1

The main benefit a financial adviser can give clients is not in stock picking or selecting an outperforming manager, but acting as a wealth coach and helping to control emotions.

Banks and bankers: why do we shoot the messengers?

Graham Hand
15 June 2017
8

Despite the commonly held views that Australians hate banks, market research shows the vast majority are satisfied with their bank. Same with super funds. What about bank managers and financial advisers?

How to define spending goals in retirement

Jeff Rogers
15 June 2017
2

A retirement financial plan must consider longevity, health and liabilities, making it far more complicated than the simpler investment strategy in the accumulation phase.

3 implications of retail disruption for emerging markets

James Syme
15 June 2017

Most investors think of online disruption in terms of the developed world and Silicon Valley, but there are important implications for listed companies in emerging markets.

Is it time to review your super pension?

Alex Denham
15 June 2017

If the sum of a couple’s pension balances is over $1.6 million and a spouse dies, what can the survivor do to keep the assets in the superannuation environment?

Timing on transfer balance cap and CGT relief

Mark Ellem
15 June 2017

A point by point final reminder of actions needed before 30 June on large pension balances, plus good news about the timing to claim CGT relief to reset the cost base to market values.

Congratulations to Chris on his Queen's Birthday Honours Award

Graham Hand
12 June 2017
10

Congratulations to Chris Cuffe, awarded an Officer of the Order of Australia for "distinguished service to the community as an advocate for philanthropy, as a supporter of improved financial efficiencies in charitable organisation and to the funds management industry”. Plus, of course, financial education through Cuffelinks.

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Most viewed in recent weeks

Indexation implications – key changes to 2026/27 super thresholds

Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.

Julie Steed
1 April 2026

The refinery problem: A different kind of energy crisis in 2026

The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.

Jason Teh
25 March 2026

3 ways to defuse intergenerational anger

With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.

Mark LaMonica CFA
18 March 2026

The missing 30%: how LIC returns are understated, and why it matters

The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.

Emma Davidson
1 April 2026

Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

The Home Equity Access Scheme in Australia allows older homeowners to tap into their home equity for retirement income, yet remains underused due to lack of awareness and its perceived complexity.

Katja Hanewald
8 April 2026

Origins of the mislabeled capital gains tax ‘discount’

Debate over the CGT discount is intensifying amid concerns about intergenerational equity and housing affordability. This analysis shows that the 'discount' does not necessarily favor property investors.

Tony Dillon
8 April 2026

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