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Edition: 6

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Edition 6

  • 15 March 2013

Bond funds versus term deposits, transition to retirement pensions, Dr Jack Gray with some practical business principles, the benefits of being a small investor, and gold.

Small can be beautiful

There are important advantages that relatively small investors have over large institutions. Small can be beautiful, even if the big guys can also do well throwing their weight around.

Nixon’s Mum

Most people see the financial services industry as untrustworthy, but trust could be re-kindled if we practised two easily-stated pragmatic principles. Ethical behaviour is more likely to enhance success, and it isn't too onerous.

Is a ‘transition to retirement’ pension worthwhile?

If you are between 55 and 59 years old, the merit of a transition to retirement pension depends on a complex set of variables. But it is worth doing the numbers.

Bond funds and term deposits are apples and apples

Both term deposits and managed bond funds can play a role for investors who want relative capital security and reliability of income. Despite their obvious differences, they are really apples and apples.

Fun at a gold conference, but it’s not all glistering

Amid the bucket loads of optimism and faith, just as you want to rush out of the room and buy some gold bullion or gold shares, along comes somebody to spoil the party.

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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.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

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. 

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.

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.

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