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8 July 2022
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Large funds may also lose franking refunds, what is taxable income? insider on Hayne, asset allocation, high yield bonds, find the S-curve, the cloud.
Many commentators are assuming all industry and retail funds can utilise their franking credit refunds, but a case-by-case check is required. Plus hard words from a cranky reader.
Favourable economics and greater security foster the sharing of remote IT resources, and it has revolutionised how companies meet their computing requirements. The cloud's share will only get bigger.
Modelling different and complex objectives in an asset allocation is difficult because the goals are often contradictory, but a new technique puts a risk score on each possible strategy.
Few Australians include global high yield bonds in their asset allocations, but with new ways to access the market locally, they are worth considering as a diversifying asset class.
Too many investors focus on macro trends, when what really matters is catching a company in the right part of its S-curve, when its earnings and products are about to take off.
Professor Pamela Hanrahan of the UNSW provided much of the background material used by the Financial Services Royal Commission, and she reviews the final outcome in this BusinessThink interview.
The Labor franking credit proposal creates a group of people who count franking credits as taxable income, and another group that doesn't. A basic principle of tax should be horizontal equity between investment structures.
This week we have a short survey on your attitudes to Labor's franking credits proposal. It should take less than two minutes to complete, unless you want to have a rant.
With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.
With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?
Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.
Few people have been closer to superannuation policy over the years than Noel Whittaker, especially when he established his eponymous financial planning business. He takes us on a quick guided tour.
A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.
What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.