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Edition: 63

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Edition 63

  • 23 May 2014

Insights from Ian Macfarlane, incurring and paying off government debt, technical v fundamental analysis, setting up for a comfortable retirement, and recent changes to super and tax.

Ian Macfarlane on central bank policies, inflation and China

At the recent Morningstar Investment Conference, Ian Macfarlane shared his thoughts on central bank policy, emerging markets with a focus on China, and Australia. This is Part 1 of the edited transcript. Part 2 next week.

Running up and paying off government debt

In the second part of our Labor v Liberal series, we look at Australia’s level of government debt since Federation. Our current debt level is low when compared to national income and the rest of the world.

Technical versus fundamental analysis in equity markets

The two main approaches used to find good companies in equity markets are technical and fundamental analyses. Devotees of each style will argue their way is best. Roger Montgomery favours the fundamentals.

How much money do you need to retire?

It's the most common question asked by potential retirees. Working an extra couple of years, having a zest for life or retiring early might affect both savings balances and lifespans.

Update on super changes, the levy and contribution caps

A quick explanation of what’s going on with recent changes around super and tax. Financial planners are already working on ways to minimise the impacts for their clients.

Most viewed in recent weeks

Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

Building a lazy ETF portfolio in 2026

What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.

Get set for a bumpy 2026

At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.

Meg on SMSFs: First glimpse of revised Division 296 tax

Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.

Property versus shares - a practical guide for investors

I’ve been comparing property and shares for decades and while both have their place, the differences are stark. When tax, costs, and liquidity are weighed, property looks less compelling than its reputation suggests.

10 fearless forecasts for 2026

The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.

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