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Edition: 324

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Seven major trends affecting Australians in retirement

Retirement planning will become increasingly complex in the face of trends in home ownership, wealth dispersion, life expectancy, health and aged care costs, work patterns and pension dependency.

FoFA, the Failure of Financial Advice, Take 2

In solving problems relating to conflicts of interest, comprehensive financial advice will be increasingly confined to the wealthy. Advisers respond plus comments by Perpetual's Adam Curtis.  

Three financial advice changes nobody is talking about

The overhaul of financial advice practices affects not only advisers but also their clients. Legislative changes are coming by mid next year and too few people are considering them.  

Investing in the Electric Vehicle ecosystem

Within a few years, a massive global industry will shift its well-established form entirely as electric vehicles become the norm. But the opportunities might not be among the car makers. 

The big lessons from the A-REIT reporting season

The listed property market, or A-REITs, is far from homogeneous, with low rates and industry trends producing winners and losers. There's more to investing here than chasing property yields.

Choosing your investment strategy is like a road journey

Investing in a traditional index can be compared with taking the main road to a destination, but if you know the backroads and traffic conditions, you coud reach your goal quicker.

What does a negative bond yield really mean?

Many investors are struggling with the idea of negative yields on bonds, but with $17 trillion on issue, it's worth taking a moment to think about what it actually means for your portfolio.

Welcome to Firstlinks Edition 324

  • 18 September 2019
  • 1

Disruption is an overused word but there are major trends underway which are changing retirement planning. Three experts, Michael Rice, Anthony Asher and David Knox, have described a better integrated system for retirement options. We draw out their seven trends affecting the long-term investing of Australians.

Most viewed in recent weeks

How much bigger can the virus bubble get?

Stocks have rallied hard creating a virus bubble, but will this run for years or collapse in a matter of months? The market is giving a second chance to leave so head for the exit before there's a rush.

Share trading is the new addiction

The ability to buy and sell cheaply and quickly in small parcels is both the biggest drawback and benefit of shares. But it encourages people who should not go near the market to use it as a casino.

What is happening with SMSFs? Part 1

Taking a realistic view of the median ‘operating expense’ of an SMSF shows they cost less to run than previously claimed. Look at this granular breakdown and see how the costs of running your SMSF compare.

Welcome to Firstlinks Edition 362

The biggest policy issue facing the Government over the next few months is how to phase out JobKeeper and reduce JobSeeker. While stock markets continue to ride a mood of optimism, a September withdrawal of support would create a rapid rise in unemployment with consequences for business loans, mortgages and home prices. At the same time, payment deferrals will expire, and let's hope deferrals do not become impairments.

  • 18 June 2020

New ways for listed funds to fix their price discounts

Running a fund should not become a gravy train for boards and investment managers. It is time to address the persistent discounts to NTA on LICs, and there is one especially exciting new structure.

Howard Marks' anatomy of an unexpected rally

Markets can swing quickly from optimism to pessimism, and while there are more positives now than in the bleak early days in March, the market is ignoring many negatives. Risk is not rewarded at these levels.  

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