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Edition: 30

1-6 out of 6 results.

Edition 30

  • 6 September 2013

Why you can't 'invest like Buffett' and retire, focus on credit risk, lifecycle funds are not all the same, Gates on Buffett, and risks in the current super system.

Invest like Buffett? Diversification, Part 2

How is Buffett anything like a 60-year-old retiree who either cannot or does not want to work full-time anymore? Despite what the books say, you can't 'invest like Buffett' and focus on preservation of capital in retirement.

Give this risk the credit it deserves

The risk that bond investors should be most concerned about is credit risk. Market risk does not produce a permanent loss of capital, and higher yields result in increasing returns over time.

Not all lifecycle funds are created equal

There are important features which distinguish the different lifecycle offerings and they can have a significant impact on member outcomes. Rating agencies will need to adapt their processes versus normal balanced funds.

Three things I’ve learned from Warren Buffett

Bill Gates went to the annual Berkshire Hathaway shareholders meeting. He posted his thoughts on LinkedIn: "It’s also fun because I get to learn from Warren and gain insight into how he thinks."

A fundamental flaw in the Australian retirement system?

The range in post-retirement standards of living is highly likely to be viewed as unacceptable by retirees who have been forced to defer part of their income to retirement savings. Here's a possible solution.

Most viewed in recent weeks

The strange effect of the 30% minimum capital gains tax

The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

Ranking three common retirement strategies

The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.

Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Why Australian shares are falling behind the world

Australia’s market boasts a long record of outperformance, but recent results tell a different story. Is the ASX’s lagging performance a temporary setback or evidence that structural forces will keep global markets ahead?

Australia has saved $4.5 trillion for retirement. Here's what matters more

Most Australians approaching retirement can tell you the exact dollar value of their super account. But success depends on more than a sizeable balance. Here's four key questions to ask yourself at the start of the financial year. 

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