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Are you making these SMSF mistakes?Why have Australian living standards 'fallen' and how do we fix it?Will you run out of money in retirement?Retirement spending is not one-size-fits-all Four options for an income investor’s next dollar

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Home / 409

Edition: 409

1-10 out of 10 results.

Welcome to Firstlinks Edition 409 with weekend updates

27 May 2021
6

Share investors focus on buying well and selling well, but holding well is at least as important. Next time you attend a fund manager presentation, ask about their longest investment. If they are skilled at identifying great companies, there should be plenty of long-term holds. On the other hand, blind devotion to a company whose fortunes are deteriorating is also a failing, so watch where a fund manager falls in love with a stock.

Dogfooding and how we expect our leaders to invest

Graham Hand
26 May 2021
16

We expect portfolio managers to invest in their own funds and executives to own shares in their companies so they have 'skin in the game'. Should government leaders have more investing and business experience?

Single-period measures do not work for great growth companies

Alex Pollak
26 May 2021
2

The traditional single-period measurement tools such as P/E or EV/EBITDA do not allow for cashflows looking out many years, which are needed to value great companies of the future such as Xilinx, Nvidia and Qualcomm.

Budget makes home equity loan more attractive to seniors

Katja Hanewald, Katie Sun, Hazel Bateman
26 May 2021
7

The Pension Loans Scheme has generated little interest but Budget improvements may change that, including the introduction of lump-sum payments. It is also available to non-pensioners but the rate remains too high.

Is crypto a currency or a collectible?

Shane Woldendorp
26 May 2021
8

Cryptocurrencies have created the perfect recipe to encourage speculation with the most important ingredient for a bubble to form being something new and shiny to attract investor attention. What's it really worth?

Why investment stewardship matters for long-term investors

Lisa Harlow
26 May 2021
3

A fund that is 'passive' does not mean its managers merely invest as directed by the index with little concern for ESG risks. Good stewardship is valued as much by 'indirect' investors as direct shareholders.

China’s new model is a plan for a hostile world

Michael Collins
25 May 2021
11

China is approaching a 'Lewis turning point' at the same time it faces a demographic time bomb with its rapidly-ageing 1.4 billion population. How it solves these problems will have a massive impact on Australia.

$17.7 billion aged care plan welcome but many will miss out

Rachel Lane
25 May 2021
4

The $17.7 billion plan for aged care looks exciting but while the system will provide greater choice, transparency and care for many, there will still be senior members of 'Team Australia' who miss out.

Whoyagonnacall? Off-the-plan should not be off-the-cuff

Graham Hand
18 May 2021

In response to reader requests, we have combined the two articles on '10 unspoken risks buying off-the-plan' into one PDF report to share with friends and family. Apartment living can be great but watch for traps.

Avoid these top five errors in your SMSF annual return

Australian Taxation Office
24 February 2021

The Australian Taxation Office has issued a directive about the top five errors in SMSF annual returns. Although many leave these to an administrator, it's worth knowing what's happening behind the scenes.

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Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Marcus Padley
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Why have Australian living standards 'fallen' and how do we fix it?

For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.

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Will you run out of money in retirement?

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Harry Chemay
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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.

Matt Werakso
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Four options for an income investor’s next dollar

What if Australia’s golden age of dividends is ending? Rather than overhaul your portfolio, it may be worth considering where new capital can work harder. I discuss four income strategies and the trade-offs behind each.

Mark LaMonica CFA
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The missing link in the CGT debate

A little-noticed consequence of Labor’s tax changes could have implications well beyond investors’ tax bills. The issue raises bigger questions about incentives, capital allocation and the drivers of long-term economic growth.

Tony Dillon
22 July 2026

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