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Edition: 218

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Edition 218

  • 8 September 2017

Our newsletter subscribers exceed 20,000 (and 30,000+ unique visits to our website each month) and thousands have joined this year. As our articles are written by market experts, some readers might find the content too technical at times. We try to strike a balance, and this 'back to basics' edition includes several uncomplicated investment and retirement planning ideas.

Spicing up two main investment principles

Telling investment stories in the form of a fable or parable is a great way to overcome the reluctance of many inexperienced investors to think about saving.

Retirement planning improved by grey hairs

Important retirement planning lessons benefit from actual experience, given that life does not follow a predictable pattern and many people can’t work forever. Planning is vital but so is making adjustments.

Living the lifestyle you want in retirement

Both before and after retirement, there are actions most people can take to improve the chances of attaining a desired lifestyle after paid work finishes.

The indignity of a modest retirement

It's no surprise that increasing living costs (food, energy, health care) are impacting retirees on modest incomes the most. Early planning and saving is needed to be 'retirement-ready'.

Big data reveals how retirees really live

Analysis of the retirement expectations and spending habits of over 300,000 retirees is a valuable tool to make plans more specific, including both super and non-super wealth sources.

Age pension is the world’s greatest annuity

The value of the age pension as a life-long annuity should be taken into account when choosing the optimal asset allocation for retirement investments to avoid being overweight defensive assets.

Facebook: social network or pervasive global media giant?

Facebook has changed the way we communicate, but more importantly, it knows our viewing and spending habits and can turn this into massive revenues.

Treasurer: super reform was difficult but we had no choice

Treasurer Scott Morrison on superannuation engagement and why the recent changes were essential, and in fact, have no impact on the vast majority of people.

Most viewed in recent weeks

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

Too many retirees miss out on this valuable super fund benefit

With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?

Is the fossil fuel narrative simply too convenient?

A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.

Reece Birtles on selecting stocks for income in retirement

Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.

Comparing generations and the nine dimensions of our well-being

Using the nine dimensions of well-being used by the OECD, and dividing Australians into Baby Boomers, Generation Xers or Millennials, it is surprisingly easy to identify the winners and losers for most dimensions.

Anton in 2006 v 2022, it's deja vu (all over again)

What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.

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