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Cuffelinks Newsletter Edition 283

  • 7 December 2018

RoCo’s two defining moments, inside Chris Cuffe’s portfolio, how SMSFs can avoid Labor’s franking policy, flaws in fund numbers, Asian property, POAs.

Deep inside Chris Cuffe’s long-term portfolio

What does a portfolio look like when someone with access to almost every asset class and manager in Australia takes a genuinely long-term view, building the portfolio from the ground up?

4 reasons why investment performance comparisons are flawed

The entire funds industry, including the Royal Commission and Productivity Commission, relies on peer comparison of fund performance, but there is no uniformity in definitions or measurement periods.

How SMSFs can utilise franking credits under Labor

Labor's proposal on franking credits is not only facing considerable opposition, but it is also encouraging people to consider future ways to utilise the credits. It is a chance to think deeper about estate planning.

Australia tops Asia-Pacific for property investment

Melbourne and Sydney rank well among Asian commercial property markets, with relatively high yields, constrained supply and changing use of industrial property driving demand.

Sequencing risk can hit retirement outcomes

Some retirement portfolios may never recover from a big hit to the balance just when contributions have stopped and withdrawals have commenced. The possible sequence of returns is another risk to focus on.

Don't overlook the quality in consumer staples

Among the focus on tech stocks and healthcare sectors, the quality in consumer staples stocks tends to be overlooked, but these are the companies we continue to buy from in all economic circumstances.

6 quick answers on appointing an enduring Power of Attorney

Appointing an enduring Power of Attorney is one of those administrative tasks we often overlook, but it becomes increasingly important as we age. Make sure the attorney understands your needs.

Most viewed in recent weeks

10 little-known pension traps prove the value of advice

Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.

Check eligibility for the Commonwealth Seniors Health Card

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Hamish Douglass on why the movie hasn’t ended yet

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.

Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

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