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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

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

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.

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

With markets near record highs, here's what you should do with your portfolio

Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.

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