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Edition: 227

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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

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?

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

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?

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?

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

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

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?

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.

Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

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