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Edition: 239

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Cuffelinks Newsletter Edition 239

  • 9 February 2018

Control the urge to sell in panic, CAPE over share markets, SMSF action now but should you have one, home and aged care traps, resource companies.

Five ways Australian super is a global outlier

It's surprising how different Australian superannuation is to other developed countries, when asset management is a global industry. Why are we different and which counties have it right?

We buy more apples when they are cheaper, why not Apple?

What is it about shares that most investors want to buy as they become more expensive, then sell when the price falls? We don't do that with other goods. There are four main choices when reacting to a market fall.

The CAPE hanging over share markets

The widely-used cyclically adjusted price-to-earnings ratio (CAPE) is at historic and relative highs in the US. The co-inventor of CAPE, Robert Shiller, is advising not to give too much weight to US equities.

10 checkpoints before setting up an SMSF

It's fashionable to have an SMSF, and at barbecue talk, it goes well with the new car, private school, investment property and overseas holiday. But who should really have one?

Five things SMSF trustees should consider right now

The implications of the superannuation reforms did not end in 2017, and SMSF trustees should stocktake what they can do, especially focussing on the CGT and the unique definition of retirement for super.

Home care: the good, the bad, and the ugly

Home Care Packages have undergone significant reforms recently, and the waiting list for such packages is growing. Advisers and their clients need to keep abreast of what those changes mean for them.

Make an earlier start understanding aged care

Aged care is a specialist subject, but financial advisers need to have strategies for their clients before it is left to a family member to step in with different views on affordability and what standard of care is needed.

Most viewed in recent weeks

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.

World's largest asset manager wants to revolutionise your portfolio

Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

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