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Edition: 65

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Edition 65

  • 6 June 2014

A conversation with Harry Markowitz, EOFY checklist for SMSFs, Brazil and the World Cup, the problem with 'set and forget' strategies and getting on top of your super in light of pension changes.

Harry Markowitz on investing until 100

At age 87, Nobel Prize winner and investment legend Harry Markowitz is far from retirement, dividing his time between teaching, consulting and writing. He sat down with Cuffelinks to share his wisdom.

Ten things for SMSF trustees to check before EOFY

As 30 June approaches there are many things SMSF trustees must consider to maintain a complying superannuation fund as well as take advantage of tax benefits. Here’s Monica’s top ten things for the ‘to do’ list.

Brazil on the eve of the World Cup

Debate around the issues that face Brazil is vigorous and while the government knows what the challenges are, it could instead be Brazil’s social fabric that drives change, with the help of the World Cup.

Don’t set and forget

Investors are often advised to take the long-term view and pay little attention to the ups and downs of the market. But adopting a strict ‘set and forget’ strategy can sometimes be short-sighted.

Raising the pension age is no reason to panic

The recent and proposed changes to the pension system have caused quite a stir. Instead of fuelling the panic, it could be a great opportunity for you to reassess retirement plans, focus on your super and make the most of it.

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The growing debt burden of retiring Australians

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Four best-ever charts for every adviser and investor

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LICs vs ETFs – which perform best?

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Family trusts: Are they still worth it?

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Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.        

13 ways to save money on your tax - legally

Thoughtful tax planning is a cornerstone of successful investing. This highlights 13 legal ways that you can reduce tax, preserve capital, and enhance long-term wealth across super, property, and shares.

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