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Edition: 257

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Cuffelinks Newsletter Edition 257

  • 8 June 2018

Chris Bowen responds, Peter Costello super myth, instos and franking refunds, bank outlook, discount LICs, active’s time has come, gold, technology.

The myth about Costello’s super generosity

Peter Costello's 2007 changes made payments from superannuation tax free after age 60 for those who are fully retired. Is he responsible for making super unaffordable which is now forcing policy changes?

How do 'direct investment options' deal with franking credits?

Many readers have asked why institutional super funds will not be affected by the proposed Labor policy denying franking credit refunds. The tax calculation is explained in the context of direct investment options.

Shadow Treasurer Chris Bowen responds on franking policy

A reader of Cuffelinks sent an email to the Shadow Treasurer complaining about the future loss of franking credit refunds. Here is Chris Bowen's response and a firm stance on the policy.

The outlook for Australian banks

Australian banks appear cheap and their shares trade below broker targets. But three analysts offer deeper explanations that suggest stronger credit standards will affect house prices and credit growth.

The merits of investing in LICs at a discount

It's important to consider why a LIC is trading at a discount, as what might appear good value worth buying may be built into the price for many years, and the discount may even worsen.

Why active management needs a full cycle

The long bull market allowed passive investing to prosper, but over a whole cycle, companies with better fundamentals will outperform weak ones. The market is finally showing some dispersion.

The case for Australia to restore its gold reserves

It’s been 21 years since the RBA sold the majority of Australia’s national gold reserves. The decision cost the nation AUD5 billion. Is it time to rebuild gold reserves with the opportunity cost now much lower?

Robots and AI will automate workplaces at a frenzied pace

The political ramifications of classifying robots as 'electronic persons' and the loss of jobs might nullify automation’s economic benefits for society.

Trends in internet, technology and devices

Mary Meeker’s Internet Trends Report is a fantastic annual update on technology trends. Given how much technology stocks dominate sharemarket growth, it's worth a thorough read.

Most viewed in recent weeks

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

Preparing for aged care

Whether for yourself or a family member, it’s never too early to start thinking about aged care. This looks at the best ways to plan ahead, as well as the changes coming to aged care from November 1 this year.

Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.        

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