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Edition: 33

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Edition 33

  • 27 September 2013

Worries about US Government shut-down, watch for stretched valuations, the view of Australia from London, learning from Buffett, and managed funds still reign over SMSFs.

US Government shut-down – been there, done that

The current US budget crisis will not be the first time its government has run out of money. Scary as this may sound to investors, the impact on markets of recent government shutdowns was different to what many expected.

Expect disappointment as values become stretched

When share prices are rising faster than corporate earnings, it is almost certain that the value available in the market is declining, and ultimately, value is a crucial driver of long term investment performance.

Managed funds reign over noisy neighbours, the SMSFs

Managed funds in Australia hold one trillion dollars in assets, double SMSFs at $500 billion. Compulsory superannuation flowing into retail and industry multisector funds will ensure managed funds continue to prosper.

A pause for reflection

Overseas, the Australian retirement incomes system is widely admired, but less so our changing attitudes to climate change, investing sustainably and understanding fiduciary responsibilities.

We’re not like Buffett, but we can learn from him

Which of Warren Buffett’s technical or personality characteristics could you genuinely incorporate into your investment decision-making process, given your unique blend of investment skills and behavioural traits?

Most viewed in recent weeks

Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

Getting rich vs staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.

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