19 September 2026

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Why spending more in early retirement can improve lifetime income Will you run out of money in retirement?The investment that sidesteps the new tax traps Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?

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Edition: 227

1-9 out of 9 results.

Welcome to Cuffelinks Newsletter Edition 227

17 November 2017

The S&P/ASX Small Ordinaries Index (ASX Small Ords) has surged by over 10% in the last three months on a seemingly new upward trajectory despite what was a fairly mixed reporting season. For the month of October 2017 alone, the Index delivered a gain of 6%.

Inside Investing, Podcast Episode #2

Firstlinks
16 November 2017
1

This week in 'Inside Investing', James and I discuss fund manager expectations, Paul Keating on retirement and life expectancy, fixed interest risks, a2 Milk, quirky wills and remuneration.

What’s driving the recent Small Ords surge?

Anton Tagliaferro, Simon Conn
16 November 2017
1

The Small Ords index is running hot with many winners, but have fundamentals taken a back seat to momentum, unbounded optimism and the fear of missing out on the next big thing?

How fixed interest is undergoing profound change

Andy Sowerby
16 November 2017
1

Exposure to bonds in the last few decades has delivered strong returns, but the risks in simply buying a bond index are acute and investors should consider different ways of investing in bonds.

Has P2P marketplace lending become B2P?

Paul Wylie and John Cummins
16 November 2017
2

The peer-to-peer (P2P) or marketplace lending market is winning market share, but there is a question whether it is truly a market of peers, or more an aggregator of small loans for large investors.

What is happening in Australian property?

Pat Barrett
16 November 2017

The property market is far from homogeneous, and investors should consider different impacts on residential, office and retail sectors. Is Myer a bellwether for retail changes?

Mistakes in SMSFs on related party loans

Monica Rule
16 November 2017
2

The law in relation to SMSFs is complex and unfortunately, even professional advisers can get it wrong. Take this example of related party lending.

Moving your SMSF into pension phase

Matthew King
16 November 2017

Understanding the rules for starting an account-based pension to fund retirement income is an important part of estate planning and should be done with expert guidance.

Are robo-advisers relationship-ready or one-night stands?

Paul Resnik
12 November 2017
3

Good financial advice requires finding out a lot about an investor, in the same way a good relationship involves more than a few online questions.

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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.

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Will you run out of money in retirement?

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Testamentary trusts have secured the CGT exemption

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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

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