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Edition: 207

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Edition 207

  • 23 June 2017

Many commentators are comparing the current potential for a couple to place over $1 million into super by 30 June 2017 with the Peter Costello top up of a decade ago. On 5 September 2006, the then-Treasurer said, "People will be able to make up to $1 million of post-tax contributions between 10 May 2006 and 30 June 2007." The inflow to super was unprecedented. In 2007, SMSFs alone received contributions of $70 billion compared with only $20 billion in 2006.

High or low price, future returns will be low

Despite most Australian shares trading above intrinsic value, investors’ risk perceptions are lower than they should be. Without profit growth, equity returns will be low, especially if the entry share price is elevated.

10 cognitive biases that can lead to investment mistakes (Part 2)

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.

Why 10/30/60 is no longer the rule

The old investment rule that assumed the majority of retirement income would come from late-stage earnings no longer applies when returns are low, placing more importance on early accumulation.

When no decision is the right one for super

Superannuation funds strive for increased engagement from their members, but is there merit in the decision not to choose? Evidence shows default options perform well compared with the 'choose your own' path.

Does DIY super make sense?

Managing their own superannuation might be a good idea for some, but maybe not for others. Decisions on asset allocation, fees and structure all take time and skill, or should it be left to professionals?

Is passive investment outperformance merely cyclical?

Active managers on average struggle to outperform market indexes, but do they provide added protection from losses during down markets? And which index should we focus on?

Final sprint to three major super changes

With super changes a week away, this is the last chance to act on transition to retirement adjustments, resetting CGT cost bases or contributions under the higher limits.

Survey on super changes and your investing

To find out what our readers did with their super as a result of the changes, we are running a short survey, and the results will be published next week.

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Three steps to planning your spending in retirement

What happens when a superannuation expert sets up his own retirement portfolio using decades of knowledge? He finds he can afford much more investment risk in his portfolio than conventional thinking suggests.

Five stock recoveries not hanging on COVID predictions

The focus on predicting the recovery from the pandemic is the wrong emphasis. Better to identify great companies benefitting from market changes over a three- to five-year horizon with or without COVID.

Peak to peak, which LIC managers performed during COVID?

A comprehensive review of dozens of LICs shows how they performed in the crucial 'peak to peak' of COVID. This 14 months tested the mettle and strategies of a sector often under fire, with many strong results.

Finding sustainable dividend stocks on the ASX

There is a small universe of companies on the ASX which are reliable dividend payers over five years, are fairly valued and are classified as ‘negligible’ or ‘low’ on both ESG risk and carbon risk.

Blink and you missed a seismic shift in these stocks

Blink and it happened. If announcements in this sector were made by a producer of iron ore, gas, copper or some new tech, the news would have been splashed across the front pages. Have we witnessed a major change?

How inflation impacts different types of investments

A comprehensive study of the impact of inflation on returns from different assets over the past 120 years. The high returns in recent years are due to low inflation and falling rates but this ‘sweet spot’ is ending.

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