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Edition: 66

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Edition 66

  • 13 June 2014

Avoiding fraudulent schemes, an interview with Elroy Dimson, the developments behind China's growth slowdown, the risks of investing in bench-marked funds and age-based decisions.

No easy way to make money

History has shown that there are many investment frauds and schemes out there intent on parting investors with their savings. This is a reminder to be wary of things that look too good to be true – because they probably are.

Elroy Dimson on investing, expectations and truth in numbers

Elroy Dimson maintains the most comprehensive collection of global asset class data (from 1900) and is a leading authority on the history of financial markets. We find out how the numbers inform his own views on investing.

China’s growth slowdown is underway

Recent developments in China’s credit and property markets could lead to a slowdown in the country’s economic growth. If this happens there would be significant implications for global investors.

Active versus passive – what about risk?

For any investment strategy, it’s important to consider the risks involved. This simple framework, based on fixed interest funds, can help retail investors assess and understand the risks of investing in index funds.

Making judgments based on age

Depending on your own situation, 60 might be the new 50 or the new 70. When it comes to making decisions about retirement, aged-based rules might not be as useful as once thought.

Most viewed in recent weeks

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

How to minimise tax with a will

Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.

Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate

Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts, prompting closer scrutiny of estate planning structures and the real implications of reforms still taking shape.

Back to the future - Why indexing CGT is a good idea

A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.

The investment mistake killing your returns

Retail investors face an increasingly complex product environment, but simplicity may be the most overlooked advantage in building a portfolio you can actually live with.

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