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Why spending more in early retirement can improve lifetime income Will you run out of money in retirement?The investment that sidesteps the new tax traps Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?

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Home / 386

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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Will you run out of money in retirement?

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Meg Heffron
26 August 2026

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The 4% rule has long been retirement's gold standard. But after a difficult period for investors, fresh analysis suggests a more conservative approach may significantly improve the chances of making savings last.

Amy C. Arnott
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