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Edition: 256

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Cuffelinks Newsletter Edition 256

  • 1 June 2018

Productivity Commission scolds super, Whittaker scolds Labor, rich old ladies, multi-sector portfolios, active trading, SMSF max, high yield.

Labor, let's face the facts on fairness, women and franking

Labor’s rhetoric of taxing the rich and standing up for women doesn’t match the facts. Their proposed imputation policy, if implemented, will raise little revenue and hurt low- and middle-income widows the most.

Pilar Gomez-Bravo: How to select assets in a world of choices

This wide-ranging interview with Pilar Gomez-Bravo, Director of Fixed Income at MFS Investment Management, covers the role of active management, the low rate environment, portfolio creation and asset class correlations.

High yield downturn will be long and ugly

The high yield debt market is now much larger and riskier than just before the GFC. That doesn’t bode well for when the next downturn happens and investors have several options to de-risk.

How to become a rich old lady

It's often said that 'A man is not a financial plan'. A Practice Director in a successful business shares some of her life tips on financial independence for women aiming to self-fund their retirement.

Is bigger better? Expanding the membership of SMSFs

With the maximum number of members in an SMSF likely to increase from four to six, weigh up the pros and cons when deciding if an increase is in the best interests of all members.

Why stock selection beats macro forecasting

Macro trends are almost impossible to forecast, and picking undervalued shares with an eye to the long term is a better way. But often, stock selection requires resilience in the face of criticism.

The evolution of private debt markets

Non-banks are claiming market share from banks in many forms of private debt, and it's changing the nature of funding for many small to medium businesses.

5 red flags on active manager trading costs

Active managers trade more often and in larger amounts than passive managers do. Costs incurred from trading, in aggregate, can be substantial and ought to be considered in the decision to use active strategies.

Productivity Commission recommendations

The Productivity Commission is undertaking a review into the competitiveness and efficiency of Australia's super system. These key points are taken from the draft report, including a neat 'piggy' graphic.

Young people, not employers, should choose super fund: Productivity Commission

The Productivity Commission report recommends young workers should be given a 'best in show' shortlist of super funds set by an independent process.

Most viewed in recent weeks

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.

Two strong themes and companies that will benefit

There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.

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