Tuesday, 21 September 2021

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Unexpected results in our retirement income survey 10 reasons wealthy homeowners shouldn't receive welfare Three all-time best tables for every adviser and investor The looming excess of housing and why prices will fall Five stocks that have worked well in our portfolios

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Edition: 27

1-5 out of 5 results.

Airlines and indices

Roger Montgomery
16 August 2013
7

If you are not happy to own the entire business for a decade, you should not be comfortable owners of even one share for just a few minutes. Time is the friend of the extraordinary business but the enemy of the poor business.

Nominal and real interest rates matter in different ways

Don Stammer
16 August 2013

Around the world, real interest rates are now unusually low or even negative. The hunt for real yield that’s become a preoccupation of investors is likely to remain a dominant feature of investment markets for several years at least.

Diversification works?

Ashley Owen
15 August 2013
13

Nobody ever built a great business, or created a great nation, or amassed a great fortune, or became a great painter or musician or sportsperson or anything else, by diversifying. You need to specialise, concentrate and focus.

Implementation is a hot issue

Pauline Vamos
15 August 2013

Implementation is filling minds and devouring resources across the wealth industry. We have so much to implement, in so little time and without a full picture of the regulatory framework that nervousness pervades our lives.

Death benefit pensions and the recent amendments

Graeme Colley
15 August 2013
3

Technical but important - recent amendments allow the income on investments supporting a non-reversionary pension to continue as exempt current pension income after the death of the member.

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Most viewed in recent weeks

Unexpected results in our retirement income survey

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.

Graham Hand
11 August 2021

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?

Graham Hand
15 September 2021

Three all-time best tables for every adviser and investor

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.

Romano Sala Tenna
18 August 2021

The looming excess of housing and why prices will fall

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.

Tim Toohey
1 September 2021

Five stocks that have worked well in our portfolios

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.

Anthony Aboud
25 August 2021

Six COVID opportunist stocks prospering in adversity

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.

Ned Bell
11 August 2021

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