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Edition: 208

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Edition 208

  • 30 June 2017

In this financial year, the S&P/ASX200 threatened both the 5,000 and 6,000 levels without quite reaching either milestone. Despite Trump, Brexit, terrorism and high debts, it feels like the market was quieter than this 1,000 point range as the realised volatilities in both the S&P/ASX200 index and S&P500 index are close to long-term lows.

How you invested due to super changes

It's revealing to read what investors actually did with their superannuation in response to the 1 July rules changes, and the comments show many people are tired of the constant tinkering with the super rules.

The 3 key principles of retirement income

Designing an adequate retirement income system is not only about new products, but personalised assessment of circumstances and good financial advice. There is no one-shot, silver bullet solution.

Who pays if your apartment building catches fire?

The Grenfell Tower disaster highlighted dangers posed by faulty building materials. It’s usually property owners that bear the majority of the costs for correcting ill-considered policy or builders’ mistakes.

4 rules for measuring after-tax investing success

Is the tax payable on your investment earnings eroding returns unnecessarily? Changes to the way fund managers invest so that tax-effects are part of the investment decision can make a meaningful difference.

5 questions that reveal good financial advice

It makes sense for investors to seek quality financial advice, but sorting through the pool of advisers to find the best can be tough. Don't rely on industry regulation to do the checking for you.

Ambachtsheer on fostering ‘long-termism’

Given the allure of short-term beauty contest investing, how can we accelerate the shift towards a longer-term, pragmatic and sustainable approach to investing?

Red wine and our green reputation in China

China’s growing middle class is providing export opportunities for Australia outside the traditional resources, travel and education sectors. 'Clean and green' supports food and health products, with wine the big mover.

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10 little-known pension traps prove the value of advice

Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.

Check eligibility for the Commonwealth Seniors Health Card

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Hamish Douglass on why the movie hasn’t ended yet

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.

Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

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