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Does your will qualify for the discretionary testamentary trust exemption?Are you making these SMSF mistakes?Why have Australian living standards 'fallen' and how do we fix it?Lithium's latest drop and what it means for ASX investors Retirement spending is not one-size-fits-all

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Edition: 386

1-8 out of 8 results.

Welcome to Firstlinks Edition 386

3 December 2020
1

As vaccine success increases amid economic growth optimism, global fund managers are switching into sectors which lost in 2020, such as into small caps, emerging markets, value over growth and less defensive in cash and bonds. Energy is back in favour.

Hamish Douglass on big tech and life after COVID

Lex Hall
2 December 2020
1

On the sidelines of the Morningstar Conference, the Magellan co-founder reflects on the pandemic and which sectors are set to gain and lose. He says we were lucky the pandemic hit when it did (videos and transcripts).

Cost of running an SMSF receives updated judgement

Graham Hand
2 December 2020
15

Administration costs can rise for complexity, especially owning property in an SMSF, but fees are highly competitive from a wide range of service providers. The break-even cost is less than previously reported.

Three areas SMSFs should consider outsourcing

David Macri
2 December 2020
5

SMSF trustees often cite ‘control of my investments’ as the number one motivation for setting up their own fund. But it still makes sense to outsource some parts of a well-diversified portfolio.

Apparently, retirees should learn to SKI

Jon Kalkman
2 December 2020
33

The Retirement Income Review demonstrated limited understanding of the risks faced by self-funded retirees implementing rational human behaviour. Spending to qualify for the age pension is not a solution.

7-point checklist for managing the uncertain timing of death

Aaron Minney
2 December 2020
7

Average life expectancies are a weak predictor of individual outcomes, and it's better to consider a range of probable lifespans. A plan that lasts to the average will disappoint every second retiree.

'Quality' ETFs under the microscope

Zunjar Sanzgiri
2 December 2020
1

Interest in 'quality' factor ETFs has increased this year, helped by very attractive returns. However, not all ETFs are created alike and there are divergences in portfolio traits which investors can identify.

Is growth of zombie companies real or fiction?

Dr. David Walsh
2 December 2020
2

Much has been written about the rise of 'zombie firms' which should have gone bankrupt, but new research should be comforting to economists and investors alike, with focus on a particular segment.

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Does your will qualify for the discretionary testamentary trust exemption?

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Lithium's latest drop and what it means for ASX investors

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David Tuckwell
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Retirement spending is not one-size-fits-all

New data challenges the idea that Australians are underspending their super. The bigger issue may be helping retirees navigate complexity, make confident decisions and use their savings to support security, wellbeing and choice.

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Harry Chemay
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