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Edition: 231

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Welcome to Cuffelinks Newsletter Edition 231

  • 15 December 2017

A bumper final edition for 2017 starts with the year's big bubble. Joe Kennedy was a wealthy Wall Street investor in 1929, and he famously said he exited the market before the crash when a shoeshine boy started giving him stock tips, as there were no more "greater fools" to join the party. Last week, an Uber driver told me he had bought a Bitcoin, he watched the market every day and he was making more money than driving a car. Apparently, the only way is up.

Why most LIC performance reporting is inadequate

Listed Investment Companies on the ASX are currently worth about $37 billion, but their reporting of performance should improve to give investors a better basis for comparison.

LICs: Traders versus investors for tax purposes

The ATO distinguishes between LICs, deeming some as investors for tax purposes and some as traders for tax purposes. This distinction has implications for the way dividends are sourced and capital gains are treated.

What will investment markets deliver in 2018?

The markets successfully negotiated many fear factors in 2017 and rewarded investors. What does 2018 bring for Australian and global shares, listed property and fixed interest?

Inside Investing, Podcast Episode #6

In Episode #6, we discuss the Future Fund versus SMSFs, Telstra's prospects, Geoff Wilson's outlook, ETF trends, LIC reporting and the business case for the stadium rebuilds.

The index investing story could be even better

Passive investing typically incurs less tax than active investing but should be made even more tax-effective by using losses in the portfolio to offset taxable capital gains.

Manufacturing makes a surprising change

The old paradigm that manufacturing will increasingly transfer to low-cost developing countries is being turned on its head by technology advances.

No, Gladys, build it and they won't come

The $2.3 billion allocated by the NSW Government to rebuild two stadiums will haunt them until the next election. Focussing on Allianz Stadium, what's the business case and will crowds increase materially when it's rebuilt?

The ethical investing trend and a Kiwi lesson

Research suggests a strong trend toward responsible and ethical investing. Valuation effects of disclosure in NZ recently were dramatic, and Australian financial institutions should take heed.

Become an informed user of retirement expertise

You can only receive the full benefit of expertise if you're an informed consumer. Can you paint a picture of what your retirement success and failure looks like?

Most viewed in recent weeks

10 reasons wealthy homeowners shouldn't receive welfare

The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?

House prices surge but falls are common and coming

We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.

Survey responses on pension eligibility for wealthy homeowners

The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?

100 Aussies: five charts on who earns, pays and owns

Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.

Three good comments from the pension asset test article

With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.

The sorry saga of housing affordability and ownership

It is hard to think of any area of widespread public concern where the same policies have been pursued for so long, in the face of such incontrovertible evidence that they have failed to achieve their objectives.

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