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Edition: 4

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Edition 4

  • 1 March 2013

Jeremy Cooper updates his views on super and retirement, plus Don Stammer on super losing its lustre, worries in demographic trends, portfolio diversification, watch for 'skill or systemic' in outperformance, and new video.

Outperformance: unique skill or free gift?

The ability of active fund managers to produce outperformance is generally attributed to a unique skill set. However, there are proven contributors to performance which are persistent and systematic, not manager skill.

Is defined contribution superannuation fit for retirement?

I think the legislation based on the Cooper Review recommendations looks pretty good overall, although naturally, compromises have occurred. The big disappointment, though, is retirement.

Superannuation is losing its lustre

In recent years, our retirement arrangements, and particularly the superannuation component, have been losing their lustre because of the many changes in regulations already made and in prospect.

Demographic insights: living longer with low growth

Australia is at a critical point on four fronts - economic growth, capital allocation, public finance and personal management of retirement income. Demographics provides a road map of where we are heading.

Is your super fund adequately diversified?

The majority of super fund members in ‘balanced funds’ have sizeable allocations to bonds, global shares and listed property. SMSFs have over 60% of their assets in just cash, deposits and Australian shares.

Most viewed in recent weeks

Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate. 

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

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