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Tuesday, 21 September 2021
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Royal Commission hits, ETF survivors, measure risk, A-REITs, Lucy Brogden interview, excess super caps, Thorny Birds, Chris’s 30 year CFS anniversary.
Round 5 of the Royal Commission focused on superannuation. Conflicts of interest, trustee responsibilities and delays in meeting the legal obligation to transfer default clients to MySuper products featured.
It’s much easier to measure returns than the risk involved in generating those returns. Yet, it’s crucial to understand risk because in certain markets, higher returns may simply be coming from taking more risk.
As interest rates remain low and foreign buyers come looking for assets, listed property has performed well, but asset allocators can move in and out of the sector based on other factors.
ETFs have grown rapidly in popularity and diversity, but like managed funds, not all products will survive for the long term and there are consequences if a small-scale ETF is closed by its issuer.
Mental Health Commissioner, Lucy Brogden calls on financial industry professionals to better address their clients' needs for advice that supports both financial and mental health.
What to do if super guarantee payments from multiple employers, combined with salary sacrifice arrangements, have resulted in a breach of the concessional contribution cap.
In the week that marks 30 years since Chris Cuffe joined what became Colonial First State, a former colleague reflects on what makes a business successful, and what may have been lost from those early days.
The final act in the Colleen McCullough drama was a messy court case pitting her former husband against a Foundation, and featured unreliable witnesses the court did not trust.
Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.
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?
It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.
Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.
Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.
Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.