25 September 2026

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Why spending more in early retirement can improve lifetime income Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?Is it time to bail on Australian stocks?How does the 4% rule stack up?

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Edition: 225

1-9 out of 9 results.

Edition 225

3 November 2017

The S&P/ASX300 price index has struggled to breach 6,000 since its 2007 peak, exceeding 5,900 in March 2015 and again this week. It hasn't been below 5,600 since February this year. The range-bound index is dominated by a handful of companies in out-of-favour sectors, and it disguises the big share price winners which are too small to move the index higher.

Personal feedback on aged care experiences

Graham Hand
2 November 2017
4

Alex Denham's article on her father's aged care experiences was the most popular in the newsletter last week, and we reproduce three personal comments which expand on Alex's themes.

My four enduring lessons from the 1987 crash

Ashley Owen
2 November 2017
8

We are not in the heady market conditions of 1987 at the moment, but the biggest problem facing investors will be the urge to panic sell after a major fall, similar to the desire that drives buying at the top.

How state charges can kill investment returns

Graham Hand
2 November 2017
6

Want a city car space for $35,000? Property investors face a never-ending stream of costs, and while some are well-known, state government charges often fly under the radar until the bill comes in.

Will millennials change the investment landscape?

Harry Moore
2 November 2017
5

Impact investing is moving out of the fringe and into mainstream investing, and the trend is supported by millennials who will soon benefit from a massive wealth transfer.

Limits to a will’s power over an SMSF

Mark Ellem
2 November 2017
3

Unlike the rest of a person's estate assets, a will has no power over the decisions of trustees of a superannuation fund when it comes to the payment of a death benefit.

Quality ingredients improve both cooking and investing

Sam Morris and Adrian Warner
2 November 2017

Home cooking and value investing have much in common. While it takes more time and effort to carefully assemble the right ingredients, the results can pay off over the long run.

Strategy changes for retirement pensions

Paul Taylor
2 November 2017
1

A lower volatility portfolio may be more aligned to a pension’s investment objectives, and a move from accumulation to pension is the time to review how superannuation is allocated.

Survey results and your views on the outlook

2 November 2017
2

When readers responded to our questions about where the market might be heading over the next 2-3 years, there were more pessimists than optimists.

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Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
2 September 2026

Testamentary trusts have secured the CGT exemption

Treasury’s latest CGT reform draft delivers a win for testamentary trusts and deceased estates, exempting estate-derived gains from the 30% floor. However, questions on death and divorce rollovers remain unresolved.

Rachael Rofe
19 August 2026

Meg on SMSFs: What do we think about reversionary pensions these days?

Reversionary pensions have long been a staple of SMSF estate planning, but are they still the best option? Meg Heffron revisits a once-clear favourite and asks whether changing super rules have shifted the balance.

Meg Heffron
26 August 2026

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

Marcus Padley
9 September 2026

How does the 4% rule stack up?

The 4% rule has long been retirement's gold standard. But after a difficult period for investors, fresh analysis suggests a more conservative approach may significantly improve the chances of making savings last.

Amy C. Arnott
26 August 2026

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Rachael Rofe
16 September 2026

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